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Bartlett & Co Wealth Management’s iShares International Select Dividend ETF IDV Stock Holding History

Bartlett & Co 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
2021
Q4 		– Sell
-75
Closed -$2.28K – 623
2021
Q3 		$2.28K Buy
+75
New +$2.41K ﹤0.01% 856
2018
Q2 		– Sell
-399
Closed -$13.2K – 741
2018
Q1 		$13.2K Buy
+399
New +$13.6K ﹤0.01% 581

Other funds holding IDV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bartlett & Co Wealth Management's IDV Position: Q4 2021 in Review

Bartlett & Co Wealth Management sold out of iShares International Select Dividend ETF (IDV) in Q4 2021, closing a stake of 75 shares — an estimated $2.28K sold.

Bartlett & Co Wealth Management first reported a position in IDV in Q1 2018 and held it in 2 quarters. The position peaked at $13.2K in Q1 2018. 446 funds tracked by Wall St. Rank hold IDV as of Q4 2021.

  • Bartlett & Co Wealth Management reported no remaining iShares International Select Dividend ETF position as of Q4 2021 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 75 iShares International Select Dividend ETF shares in Q4 2021, an estimated $2.28K.
  • Bartlett & Co Wealth Management first reported a position in iShares International Select Dividend ETF in Q1 2018 and held it in 2 quarters.
  • Bartlett & Co Wealth Management's iShares International Select Dividend ETF position peaked at $13.2K in Q1 2018.
  • 446 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q4 2021.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2024.