Beacon Bridge Wealth Partners’s iShares International Select Dividend ETF IDV Stock Holding History

Beacon Bridge Wealth Partners’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 Q1	–	Sell	-8,152	Closed	-$228K	–	99
2023 Q4	$228K	Sell	8,152 -1,234	-13%	-$32.2K	0.11%	88
2023 Q3	$238K	Sell	9,386 -918	-9%	-$24.3K	0.13%	82
2023 Q2	$271K	Buy	10,304 +156	+2%	+$4.26K	0.14%	71
2023 Q1	$279K	Sell	10,148 -1,323	-12%	-$37.2K	0.17%	69
2022 Q4	$312K	Buy	+11,471	New	+$291K	0.23%	58

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

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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

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

Beacon Bridge Wealth Partners's IDV Position: Q1 2024 in Review

Beacon Bridge Wealth Partners sold out of iShares International Select Dividend ETF (IDV) in Q1 2024, closing a stake of 8,152 shares — an estimated $228K sold.

Beacon Bridge Wealth Partners first reported a position in IDV in Q4 2022 and held it in 5 quarters. The position peaked at $312K in Q4 2022. 441 funds tracked by Wall St. Rank hold IDV as of Q1 2024.

Beacon Bridge Wealth Partners reported no remaining iShares International Select Dividend ETF position as of Q1 2024 after selling out during the quarter.
Beacon Bridge Wealth Partners sold 8,152 iShares International Select Dividend ETF shares in Q1 2024, an estimated $228K.
Beacon Bridge Wealth Partners first reported a position in iShares International Select Dividend ETF in Q4 2022 and held it in 5 quarters.
Beacon Bridge Wealth Partners's iShares International Select Dividend ETF position peaked at $312K in Q4 2022.
441 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2024.

Based on Beacon Bridge Wealth Partners's 13F filing for Q1 2024, filed 3 May 2024.