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

Bartlett & Co’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	-$2K	–	623
2021 Q3	$2K	Buy	+75	New	+$2.41K	﹤0.01%	871
2018 Q2	–	Sell	-399	Closed	-$13K	–	720
2018 Q1	$13K	Buy	+399	New	+$13.6K	﹤0.01%	582
2013 Q4	–	Sell	-167	Closed	-$6K	–	730
2013 Q3	$6K	Buy	+167	New	+$5.77K	﹤0.01%	632

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

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

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

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

Bartlett & Co sold out of iShares International Select Dividend ETF (IDV) in Q4 2021, closing a stake of 75 shares — an estimated $2K sold.

Bartlett & Co first reported a position in IDV in Q3 2013 and held it in 3 quarters. The position peaked at $13K in Q1 2018. 446 funds tracked by Wall St. Rank hold IDV as of Q4 2021.

Bartlett & Co reported no remaining iShares International Select Dividend ETF position as of Q4 2021 after selling out during the quarter.
Bartlett & Co sold 75 iShares International Select Dividend ETF shares in Q4 2021, an estimated $2K.
Bartlett & Co first reported a position in iShares International Select Dividend ETF in Q3 2013 and held it in 3 quarters.
Bartlett & Co's iShares International Select Dividend ETF position peaked at $13K in Q1 2018.
446 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q4 2021.

Based on Bartlett & Co's 13F filing for Q4 2021, filed 8 Mar 2022.