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

Carolinas Wealth Consulting’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	-29	Closed	-$1K	–	1085
2022 Q3	$1K	Buy	29 +1	+4%	+$26	﹤0.01%	825
2022 Q2	$1K	Hold	28	–	–	﹤0.01%	827
2022 Q1	$1K	Hold	28	–	–	﹤0.01%	854
2021 Q4	$1K	Hold	28	–	–	﹤0.01%	894
2021 Q3	$1K	Buy	28 +1	+4%	+$32	﹤0.01%	867
2021 Q2	$1K	Buy	27 +1	+4%	+$33	﹤0.01%	879
2021 Q1	$1K	Hold	26	–	–	﹤0.01%	878
2020 Q4	$1K	Sell	26 -96	-79%	-$2.62K	﹤0.01%	805
2020 Q3	$3K	Hold	122	–	–	﹤0.01%	639
2020 Q2	$3K	Sell	122 -249	-67%	-$5.99K	﹤0.01%	449
2020 Q1	$9K	Buy	+371	New	+$11.2K	﹤0.01%	154

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

Carolinas Wealth Consulting's IDV Position: Q4 2022 in Review

Carolinas Wealth Consulting sold out of iShares International Select Dividend ETF (IDV) in Q4 2022, closing a stake of 29 shares — an estimated $1K sold.

Carolinas Wealth Consulting first reported a position in IDV in Q1 2020 and held it in 11 quarters. The position peaked at $9K in Q1 2020. 434 funds tracked by Wall St. Rank hold IDV as of Q4 2022.

Carolinas Wealth Consulting reported no remaining iShares International Select Dividend ETF position as of Q4 2022 after selling out during the quarter.
Carolinas Wealth Consulting sold 29 iShares International Select Dividend ETF shares in Q4 2022, an estimated $1K.
Carolinas Wealth Consulting first reported a position in iShares International Select Dividend ETF in Q1 2020 and held it in 11 quarters.
Carolinas Wealth Consulting's iShares International Select Dividend ETF position peaked at $9K in Q1 2020.
434 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q4 2022.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2022, filed 14 Feb 2023.