Avior Wealth Management’s iShares International Select Dividend ETF IDV Stock Holding History

Avior Wealth Management’s Portfolio IDV Stock Details IDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-57	Closed	-$1.58K	–	2364
2024 Q2	$1.58K	Sell	57 -824	-94%	-$23.4K	﹤0.01%	1977
2024 Q1	$24.7K	Buy	+881	New	+$24.3K	﹤0.01%	1515
2023 Q4	–	Sell	-5,284	Closed	-$134K	–	1603
2023 Q3	$134K	Sell	5,284 -241	-4%	-$6.39K	0.01%	583
2023 Q2	$145K	Sell	5,525 -648	-10%	-$17.7K	0.01%	580
2023 Q1	$170K	Buy	+6,173	New	+$174K	0.01%	553
2020 Q3	–	Sell	-381	Closed	-$9K	–	970
2020 Q2	$9K	Buy	+381	New	+$9.16K	﹤0.01%	676

Other funds holding IDV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Avior Wealth Management's IDV Position: Q3 2024 in Review

Avior Wealth Management sold out of iShares International Select Dividend ETF (IDV) in Q3 2024, closing a stake of 57 shares — an estimated $1.58K sold.

Avior Wealth Management first reported a position in IDV in Q2 2020 and held it in 6 quarters. The position peaked at $170K in Q1 2023. 445 funds tracked by Wall St. Rank hold IDV as of Q3 2024.

Avior Wealth Management reported no remaining iShares International Select Dividend ETF position as of Q3 2024 after selling out during the quarter.
Avior Wealth Management sold 57 iShares International Select Dividend ETF shares in Q3 2024, an estimated $1.58K.
Avior Wealth Management first reported a position in iShares International Select Dividend ETF in Q2 2020 and held it in 6 quarters.
Avior Wealth Management's iShares International Select Dividend ETF position peaked at $170K in Q1 2023.
445 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q3 2024.

Based on Avior Wealth Management's 13F filing for Q3 2024, filed 8 Nov 2024.