Cardiff Park Advisors’s iShares International Select Dividend ETF IDV Stock Holding History

Cardiff Park Advisors’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 Q1	–	Sell	-1,455	Closed	-$40.7K	–	355
2023 Q4	$40.7K	Hold	1,455	–	–	﹤0.01%	291
2023 Q3	$37K	Hold	1,455	–	–	﹤0.01%	276
2023 Q2	$38.3K	Hold	1,455	–	–	﹤0.01%	289
2023 Q1	$40K	Hold	1,455	–	–	0.01%	281
2022 Q4	$39.5K	Hold	1,455	–	–	0.01%	281
2022 Q3	$33K	Hold	1,455	–	–	0.01%	286
2022 Q2	$40K	Hold	1,455	–	–	0.01%	282
2022 Q1	$46K	Hold	1,455	–	–	0.01%	282
2021 Q4	$45K	Buy	+1,455	New	+$45K	0.01%	278

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Cardiff Park Advisors's IDV Position: Q1 2024 in Review

Cardiff Park Advisors sold out of iShares International Select Dividend ETF (IDV) in Q1 2024, closing a stake of 1,455 shares — an estimated $40.7K sold.

Cardiff Park Advisors first reported a position in IDV in Q4 2021 and held it in 9 quarters. The position peaked at $46K in Q1 2022. 441 funds tracked by Wall St. Rank hold IDV as of Q1 2024.

Cardiff Park Advisors reported no remaining iShares International Select Dividend ETF position as of Q1 2024 after selling out during the quarter.
Cardiff Park Advisors sold 1,455 iShares International Select Dividend ETF shares in Q1 2024, an estimated $40.7K.
Cardiff Park Advisors first reported a position in iShares International Select Dividend ETF in Q4 2021 and held it in 9 quarters.
Cardiff Park Advisors's iShares International Select Dividend ETF position peaked at $46K in Q1 2022.
441 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2024.

Based on Cardiff Park Advisors's 13F filing for Q1 2024, filed 14 May 2024.