BOS
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Bingham Osborn & Scarborough’s iShares International Select Dividend ETF IDV Stock Holding History

Bingham Osborn & Scarborough’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
2021
Q4 		– Sell
-79,894
Closed -$2.43M – 64
2021
Q3 		$2.43M Hold
79,894
– – 0.17% 34
2021
Q2 		$2.59M Hold
79,894
– – 0.18% 30
2021
Q1 		$2.52M Sell
79,894
-695
-0.9% -$21.6K 0.19% 28
2020
Q4 		$2.38M Sell
80,589
-956
-1% -$26.1K 0.19% 28
2020
Q3 		$2.03M Buy
81,545
+271
+0.3% +$7.03K 0.15% 41
2020
Q2 		$2.04M Buy
81,274
+23,050
+40% +$554K 0.16% 39
2020
Q1 		$1.32M Buy
58,224
+7,264
+14% +$219K 0.13% 47
2019
Q4 		$1.71M Hold
50,960
– – 0.14% 40
2019
Q3 		$1.57M Buy
50,960
+3,890
+8% +$117K 0.14% 41
2019
Q2 		$1.45M Buy
47,070
+445
+1% +$13.8K 0.13% 41
2019
Q1 		$1.44M Buy
46,625
+2,075
+5% +$64K 0.13% 40
2018
Q4 		$1.28M Hold
44,550
– – 0.13% 42
2018
Q3 		$1.45M Buy
44,550
+10,400
+30% +$340K 0.13% 44
2018
Q2 		$1.09M Hold
34,150
– – 0.1% 45
2018
Q1 		$1.13M Hold
34,150
– – 0.11% 43
2017
Q4 		$1.15M Hold
34,150
– – 0.11% 42
2017
Q3 		$1.15M Hold
34,150
– – 0.11% 37
2017
Q2 		$1.12M Buy
34,150
+2,750
+9% +$89.1K 0.11% 38
2017
Q1 		$988K Buy
31,400
+3,900
+14% +$120K 0.1% 39
2016
Q4 		$813K Buy
27,500
+2,000
+8% +$58.5K 0.09% 43
2016
Q3 		$764K Hold
25,500
– – 0.08% 54
2016
Q2 		$730K Buy
25,500
+7,000
+38% +$203K 0.08% 54
2016
Q1 		$536K Buy
+18,500
New +$509K 0.06% 66

Other funds holding IDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bingham Osborn & Scarborough's IDV Position: Q4 2021 in Review

Bingham Osborn & Scarborough sold out of iShares International Select Dividend ETF (IDV) in Q4 2021, closing a stake of 79,894 shares — an estimated $2.43M sold.

Bingham Osborn & Scarborough first reported a position in IDV in Q1 2016 and held it in 23 quarters. The position peaked at $2.59M in Q2 2021. 446 funds tracked by Wall St. Rank hold IDV as of Q4 2021.

  • Bingham Osborn & Scarborough reported no remaining iShares International Select Dividend ETF position as of Q4 2021 after selling out during the quarter.
  • Bingham Osborn & Scarborough sold 79,894 iShares International Select Dividend ETF shares in Q4 2021, an estimated $2.43M.
  • Bingham Osborn & Scarborough first reported a position in iShares International Select Dividend ETF in Q1 2016 and held it in 23 quarters.
  • Bingham Osborn & Scarborough's iShares International Select Dividend ETF position peaked at $2.59M in Q2 2021.
  • 446 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q4 2021.

Based on Bingham Osborn & Scarborough's 13F filing for Q4 2021.