BerganKDV Wealth Management’s iShares International Select Dividend ETF IDV Stock Holding History

BerganKDV Wealth 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 Q2	$371K	Buy	14,075 +396	+3%	+$10.8K	0.04%	189
2023 Q1	$376K	Sell	13,679 -1,136	-8%	-$32K	0.04%	191
2022 Q4	$402K	Buy	14,815 +870	+6%	+$22.1K	0.04%	181
2022 Q3	$314K	Buy	13,945 +3,491	+33%	+$92K	0.04%	199
2022 Q2	$284K	Sell	10,454 -389	-4%	-$11.7K	0.03%	218
2022 Q1	$344K	Buy	+10,843	New	+$347K	0.04%	206
2021 Q2	–	Sell	-21,979	Closed	-$692K	–	996
2021 Q1	$692K	Sell	21,979 -2,236	-9%	-$69.5K	0.09%	142
2020 Q4	$714K	Sell	24,215 -6,683	-22%	-$183K	0.1%	126
2020 Q3	$770K	Sell	30,898 -1,962	-6%	-$50.9K	0.12%	117
2020 Q2	$825K	Sell	32,860 -208	-0.6%	-$5K	0.14%	110
2020 Q1	$747K	Buy	33,068 +9,005	+37%	+$272K	0.15%	107
2019 Q4	$808K	Buy	24,063 +537	+2%	+$17.3K	0.14%	114
2019 Q3	$723K	Sell	23,526 -3,338	-12%	-$101K	0.14%	107
2019 Q2	$825K	Buy	26,864 +1,609	+6%	+$49.9K	0.16%	104
2019 Q1	$779K	Buy	25,255 +711	+3%	+$21.9K	0.16%	102
2018 Q4	$705K	Buy	24,544 +7,066	+40%	+$217K	0.17%	100
2018 Q3	$570K	Buy	17,478 +1,239	+8%	+$40.5K	0.12%	118
2018 Q2	$520K	Sell	16,239 -292	-2%	-$9.77K	0.12%	122
2018 Q1	$546K	Buy	16,531 +581	+4%	+$19.8K	0.15%	113
2017 Q4	$539K	Buy	15,950 +9,539	+149%	+$320K	0.13%	124
2017 Q3	$216K	Buy	+6,411	New	+$214K	0.05%	181

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

BerganKDV Wealth Management's IDV Position: Q2 2023 in Review

BerganKDV Wealth Management increased its iShares International Select Dividend ETF (IDV) stake by 2.9% in Q2 2023, buying an estimated $10.8K and bringing the position to 14,075 shares worth $371K. The position accounts for 0.04% of the portfolio, ranked #189.

BerganKDV Wealth Management first reported a position in IDV in Q3 2017 and has held it in 21 quarters since. The position peaked at $825K in Q2 2020. 446 funds tracked by Wall St. Rank hold IDV as of Q2 2023.

BerganKDV Wealth Management held 14,075 shares of iShares International Select Dividend ETF worth $371K as of Q2 2023.
BerganKDV Wealth Management bought 396 iShares International Select Dividend ETF shares in Q2 2023, an estimated $10.8K.
iShares International Select Dividend ETF made up 0.04% of BerganKDV Wealth Management's portfolio in Q2 2023, its #189 holding.
BerganKDV Wealth Management first reported a position in iShares International Select Dividend ETF in Q3 2017 and has held it in 21 quarters since.
BerganKDV Wealth Management's iShares International Select Dividend ETF position peaked at $825K in Q2 2020.
446 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.