Benedetti & Gucer’s iShares International Select Dividend ETF IDV Stock Holding History

Benedetti & Gucer’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
2022 Q4	–	Sell	-25,779	Closed	-$581K	–	98
2022 Q3	$581K	Sell	25,779 -934	-3%	-$24.6K	0.46%	42
2022 Q2	$726K	Sell	26,713 -56	-0.2%	-$1.69K	0.49%	42
2022 Q1	$850K	Buy	26,769 +1,787	+7%	+$57.2K	0.57%	33
2021 Q4	$778K	Buy	24,982 +1,514	+6%	+$46.8K	0.53%	30
2021 Q3	$713K	Buy	23,468 +1,636	+7%	+$52.6K	0.54%	31
2021 Q2	$707K	Buy	21,832 +1,839	+9%	+$60.6K	0.64%	27
2021 Q1	$629K	Buy	+19,993	New	+$621K	0.58%	31

Other funds holding IDV

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

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

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

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

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

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

Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return

Benedetti & Gucer's IDV Position: Q4 2022 in Review

Benedetti & Gucer sold out of iShares International Select Dividend ETF (IDV) in Q4 2022, closing a stake of 25,779 shares — an estimated $581K sold.

Benedetti & Gucer first reported a position in IDV in Q1 2021 and held it in 7 quarters. The position peaked at $850K in Q1 2022. 434 funds tracked by Wall St. Rank hold IDV as of Q4 2022.

Benedetti & Gucer reported no remaining iShares International Select Dividend ETF position as of Q4 2022 after selling out during the quarter.
Benedetti & Gucer sold 25,779 iShares International Select Dividend ETF shares in Q4 2022, an estimated $581K.
Benedetti & Gucer first reported a position in iShares International Select Dividend ETF in Q1 2021 and held it in 7 quarters.
Benedetti & Gucer's iShares International Select Dividend ETF position peaked at $850K in Q1 2022.
434 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q4 2022.

Based on Benedetti & Gucer's 13F filing for Q4 2022, filed 23 Jan 2023.