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Braun-Bostich & Associates’s iShares International Select Dividend ETF IDV Stock Holding History

Braun-Bostich & Associates’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
2024
Q2 		– Sell
-11,857
Closed -$332K – 124
2024
Q1 		$332K Sell
11,857
-3,762
-24% -$104K 0.28% 84
2023
Q4 		$437K Buy
+15,619
New +$407K 0.39% 63
2023
Q3 		– Sell
-21,298
Closed -$561K – 74
2023
Q2 		$561K Buy
21,298
+428
+2% +$11.7K 1.2% 30
2023
Q1 		$574K Buy
20,870
+419
+2% +$11.8K 1.36% 29
2022
Q4 		$555K Sell
20,451
-42
-0.2% -$1.06K 1.6% 26
2022
Q3 		$462K Buy
20,493
+13
+0.1% +$342 1.41% 29
2022
Q2 		$556K Sell
20,480
-197
-1% -$5.93K 1.44% 30
2022
Q1 		$657K Buy
+20,677
New +$662K 1.41% 22
2021
Q4 		– Sell
-21,857
Closed -$665K – 123
2021
Q3 		$665K Sell
21,857
-607
-3% -$19.5K 1.25% 24
2021
Q2 		$728K Sell
22,464
-2,172
-9% -$71.6K 1.33% 19
2021
Q1 		$776K Buy
24,636
+1,186
+5% +$36.8K 1.49% 19
2020
Q4 		$691K Buy
+23,450
New +$641K 1.39% 23
2018
Q2 		– Sell
-1,523
Closed -$50K – 314
2018
Q1 		$50K Hold
1,523
– – 0.04% 175
2017
Q4 		$51K Buy
+1,523
New +$51K 0.04% 179

Other funds holding IDV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Braun-Bostich & Associates's IDV Position: Q2 2024 in Review

Braun-Bostich & Associates sold out of iShares International Select Dividend ETF (IDV) in Q2 2024, closing a stake of 11,857 shares — an estimated $332K sold.

Braun-Bostich & Associates first reported a position in IDV in Q4 2017 and held it in 14 quarters. The position peaked at $776K in Q1 2021. 429 funds tracked by Wall St. Rank hold IDV as of Q2 2024.

  • Braun-Bostich & Associates reported no remaining iShares International Select Dividend ETF position as of Q2 2024 after selling out during the quarter.
  • Braun-Bostich & Associates sold 11,857 iShares International Select Dividend ETF shares in Q2 2024, an estimated $332K.
  • Braun-Bostich & Associates first reported a position in iShares International Select Dividend ETF in Q4 2017 and held it in 14 quarters.
  • Braun-Bostich & Associates's iShares International Select Dividend ETF position peaked at $776K in Q1 2021.
  • 429 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2024.

Based on Braun-Bostich & Associates's 13F filing for Q2 2024, filed 13 Aug 2024.