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BWM
BigSur Wealth Management’s
iShares International Select Dividend ETF
IDV
Stock Holding History
BigSur Wealth Management’s Portfolio
IDV Stock Details
IDV Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q2
–
Sell
-2,500
Closed
-$68.7K
–
127
2023
Q1
$68.7K
Hold
2,500
–
–
0.03%
120
2022
Q4
$67.9K
Hold
2,500
–
–
0.03%
116
2022
Q3
$56K
Hold
2,500
–
–
0.03%
117
2022
Q2
$68K
Hold
2,500
–
–
0.03%
129
2022
Q1
$79K
Hold
2,500
–
–
0.03%
132
2021
Q4
$78K
Hold
2,500
–
–
0.03%
129
2021
Q3
$76K
Hold
2,500
–
–
0.03%
120
2021
Q2
$81K
Hold
2,500
–
–
0.04%
117
2021
Q1
$79K
Hold
2,500
–
–
0.04%
124
2020
Q4
$74K
Hold
2,500
–
–
0.04%
104
2020
Q3
$62K
Hold
2,500
–
–
0.04%
99
2020
Q2
$63K
Hold
2,500
–
–
0.05%
97
2020
Q1
$57K
Hold
2,500
–
–
0.04%
101
2019
Q4
$84K
Buy
+2,500
New
+$80.3K
0.05%
113
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
Wells Fargo
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$530B AUM
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1-Year Est. Return
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$82.4B AUM
19.69%
1-Year Est. Return
PA
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$5.56B AUM
17.89%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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