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

Bison Wealth’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
Q2 		– Sell
-809
Closed -$26K – 342
2022
Q1 		$26K Hold
809
– – 0.01% 293
2021
Q4 		$25K Buy
809
+97
+14% +$3K 0.01% 276
2021
Q3 		$22K Buy
+712
New +$22.9K 0.01% 370
2020
Q2 		– Sell
-627
Closed -$14K – 365
2020
Q1 		$14K Hold
627
– – 0.01% 285
2019
Q4 		$21K Buy
+627
New +$20.1K 0.01% 331
2015
Q3 		– Sell
-6,605
Closed -$214K – 241
2015
Q2 		$214K Buy
+6,605
New +$227K 0.12% 212

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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 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 $564B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return