Bellevue Asset Management’s iShares International Select Dividend ETF IDV Stock Holding History

Bellevue Asset 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
2023 Q3	–	Sell	-301	Closed	-$7.92K	–	466
2023 Q2	$7.92K	Hold	301	–	–	0.01%	279
2023 Q1	$8.27K	Hold	301	–	–	0.01%	285
2022 Q4	$8.16K	Sell	301 -134	-31%	-$3.4K	0.01%	284
2022 Q3	$10K	Hold	435	–	–	0.01%	280
2022 Q2	$12K	Hold	435	–	–	0.01%	280
2022 Q1	$14K	Buy	435 +75	+21%	+$2.4K	0.01%	287
2021 Q4	$11K	Buy	+360	New	+$11.1K	0.01%	318

Other funds holding IDV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bellevue Asset Management's IDV Position: Q3 2023 in Review

Bellevue Asset Management sold out of iShares International Select Dividend ETF (IDV) in Q3 2023, closing a stake of 301 shares — an estimated $7.92K sold.

Bellevue Asset Management first reported a position in IDV in Q4 2021 and held it in 7 quarters. The position peaked at $14K in Q1 2022. 432 funds tracked by Wall St. Rank hold IDV as of Q3 2023.

Bellevue Asset Management reported no remaining iShares International Select Dividend ETF position as of Q3 2023 after selling out during the quarter.
Bellevue Asset Management sold 301 iShares International Select Dividend ETF shares in Q3 2023, an estimated $7.92K.
Bellevue Asset Management first reported a position in iShares International Select Dividend ETF in Q4 2021 and held it in 7 quarters.
Bellevue Asset Management's iShares International Select Dividend ETF position peaked at $14K in Q1 2022.
432 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q3 2023.

Based on Bellevue Asset Management's 13F filing for Q3 2023, filed 25 Oct 2023.