Carmichael Hill & Associates’s iShares International Select Dividend ETF IDV Stock Holding History

Carmichael Hill & 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
2022 Q4	–	Sell	-275	Closed	-$6K	–	818
2022 Q3	$6K	Hold	275	–	–	﹤0.01%	645
2022 Q2	$7K	Hold	275	–	–	﹤0.01%	614
2022 Q1	$9K	Hold	275	–	–	﹤0.01%	617
2021 Q4	$9K	Hold	275	–	–	﹤0.01%	631
2021 Q3	$8K	Hold	275	–	–	﹤0.01%	627
2021 Q2	$9K	Hold	275	–	–	﹤0.01%	608
2021 Q1	$9K	Hold	275	–	–	0.01%	594
2020 Q4	$8K	Hold	275	–	–	﹤0.01%	583
2020 Q3	$7K	Hold	275	–	–	﹤0.01%	568
2020 Q2	$7K	Hold	275	–	–	0.01%	533
2020 Q1	$6K	Hold	275	–	–	0.01%	515
2019 Q4	$9K	Buy	+275	New	+$8.84K	0.01%	493

Other funds holding IDV

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return

Carmichael Hill & Associates's IDV Position: Q4 2022 in Review

Carmichael Hill & Associates sold out of iShares International Select Dividend ETF (IDV) in Q4 2022, closing a stake of 275 shares — an estimated $6K sold.

Carmichael Hill & Associates first reported a position in IDV in Q4 2019 and held it in 12 quarters. The position peaked at $9K in Q1 2022. 434 funds tracked by Wall St. Rank hold IDV as of Q4 2022.

Carmichael Hill & Associates reported no remaining iShares International Select Dividend ETF position as of Q4 2022 after selling out during the quarter.
Carmichael Hill & Associates sold 275 iShares International Select Dividend ETF shares in Q4 2022, an estimated $6K.
Carmichael Hill & Associates first reported a position in iShares International Select Dividend ETF in Q4 2019 and held it in 12 quarters.
Carmichael Hill & Associates's iShares International Select Dividend ETF position peaked at $9K in Q1 2022.
434 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q4 2022.

Based on Carmichael Hill & Associates's 13F filing for Q4 2022, filed 14 Feb 2023.