Brewin Dolphin Wealth Management’s iShares Self-Driving EV and Tech ETF IDRV Stock Holding History

Brewin Dolphin Wealth Management’s Portfolio IDRV Stock Details IDRV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$15K	Hold	400	–	–	﹤0.01%	265
2022 Q1	$19K	Hold	400	–	–	﹤0.01%	254
2021 Q4	$22K	Hold	400	–	–	﹤0.01%	254
2021 Q3	$19.3K	Hold	400	–	–	﹤0.01%	266
2021 Q2	$19.9K	Hold	400	–	–	﹤0.01%	267
2021 Q1	$18.4K	Hold	400	–	–	﹤0.01%	263
2020 Q4	$17.3K	Buy	+400	New	+$15.3K	﹤0.01%	233

Other funds holding IDRV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

HAP Trading New York $1.42B AUM 41.92% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Brewin Dolphin Wealth Management's IDRV Position: Q2 2022 in Review

Brewin Dolphin Wealth Management held its iShares Self-Driving EV and Tech ETF (IDRV) position steady in Q2 2022 at 400 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #265.

Brewin Dolphin Wealth Management first reported a position in IDRV in Q4 2020 and has held it in 7 quarters since. The position peaked at $22K in Q4 2021. 111 funds tracked by Wall St. Rank hold IDRV as of Q2 2022.

Brewin Dolphin Wealth Management held 400 shares of iShares Self-Driving EV and Tech ETF worth $15K as of Q2 2022.
Brewin Dolphin Wealth Management left its iShares Self-Driving EV and Tech ETF share count unchanged in Q2 2022.
iShares Self-Driving EV and Tech ETF made up ﹤0.01% of Brewin Dolphin Wealth Management's portfolio in Q2 2022, its #265 holding.
Brewin Dolphin Wealth Management first reported a position in iShares Self-Driving EV and Tech ETF in Q4 2020 and has held it in 7 quarters since.
Brewin Dolphin Wealth Management's iShares Self-Driving EV and Tech ETF position peaked at $22K in Q4 2021.
111 funds tracked by Wall St. Rank held iShares Self-Driving EV and Tech ETF as of Q2 2022.

Based on Brewin Dolphin Wealth Management's 13F filing for Q2 2022, filed 14 Nov 2022.