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

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

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 22.9% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

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

BigSur Wealth Management sold out of iShares International Select Dividend ETF (IDV) in Q2 2023, closing a stake of 2,500 shares — an estimated $68.7K sold.

BigSur Wealth Management first reported a position in IDV in Q4 2019 and held it in 14 quarters. The position peaked at $84K in Q4 2019. 447 funds tracked by Wall St. Rank hold IDV as of Q2 2023.

BigSur Wealth Management reported no remaining iShares International Select Dividend ETF position as of Q2 2023 after selling out during the quarter.
BigSur Wealth Management sold 2,500 iShares International Select Dividend ETF shares in Q2 2023, an estimated $68.7K.
BigSur Wealth Management first reported a position in iShares International Select Dividend ETF in Q4 2019 and held it in 14 quarters.
BigSur Wealth Management's iShares International Select Dividend ETF position peaked at $84K in Q4 2019.
447 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2023.

Based on BigSur Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.