Bellwether Advisors’s iShares International Select Dividend ETF IDV Stock Holding History

Bellwether Advisors’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 Q1	–	Sell	-185	Closed	-$5.02K	–	508
2022 Q4	$5.02K	Buy	185 +52	+39%	+$1.32K	﹤0.01%	309
2022 Q3	$2K	Hold	133	–	–	﹤0.01%	389
2022 Q2	$3K	Hold	133	–	–	﹤0.01%	315
2022 Q1	$4K	Hold	133	–	–	﹤0.01%	383
2021 Q4	$4K	Hold	133	–	–	﹤0.01%	418
2021 Q3	$4K	Sell	133 -186	-58%	-$5.97K	﹤0.01%	394
2021 Q2	$10K	Buy	319 +186	+140%	+$6.13K	﹤0.01%	264
2021 Q1	$4K	Hold	133	–	–	﹤0.01%	314
2020 Q4	$3K	Buy	+133	New	+$3.64K	﹤0.01%	291

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

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

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

Bank of New York Mellon New York $609B AUM 40.19% 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

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

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

Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return

Bellwether Advisors's IDV Position: Q1 2023 in Review

Bellwether Advisors sold out of iShares International Select Dividend ETF (IDV) in Q1 2023, closing a stake of 185 shares — an estimated $5.02K sold.

Bellwether Advisors first reported a position in IDV in Q4 2020 and held it in 9 quarters. The position peaked at $10K in Q2 2021. 448 funds tracked by Wall St. Rank hold IDV as of Q1 2023.

Bellwether Advisors reported no remaining iShares International Select Dividend ETF position as of Q1 2023 after selling out during the quarter.
Bellwether Advisors sold 185 iShares International Select Dividend ETF shares in Q1 2023, an estimated $5.02K.
Bellwether Advisors first reported a position in iShares International Select Dividend ETF in Q4 2020 and held it in 9 quarters.
Bellwether Advisors's iShares International Select Dividend ETF position peaked at $10K in Q2 2021.
448 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2023.

Based on Bellwether Advisors's 13F filing for Q1 2023, filed 5 May 2023.