CSWM
IDV icon

Cassady Schiller Wealth Management’s iShares International Select Dividend ETF IDV Stock Holding History

Cassady Schiller Wealth Management’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
Q4 		$383 Hold
14
– – ﹤0.01% 1017
2024
Q3 		$423 Hold
14
– – ﹤0.01% 446
2024
Q2 		$387 Hold
14
– – ﹤0.01% 454
2024
Q1 		$393 Buy
+14
New +$387 ﹤0.01% 483

Other funds holding IDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Cassady Schiller Wealth Management's IDV Position: Q4 2024 in Review

Cassady Schiller Wealth Management held its iShares International Select Dividend ETF (IDV) position steady in Q4 2024 at 14 shares worth $383. The position accounts for ﹤0.01% of the portfolio, ranked #1017.

Cassady Schiller Wealth Management first reported a position in IDV in Q1 2024 and has held it in 4 quarters since. The position peaked at $423 in Q3 2024. 455 funds tracked by Wall St. Rank hold IDV as of Q4 2024.

  • Cassady Schiller Wealth Management held 14 shares of iShares International Select Dividend ETF worth $383 as of Q4 2024.
  • Cassady Schiller Wealth Management left its iShares International Select Dividend ETF share count unchanged in Q4 2024.
  • iShares International Select Dividend ETF made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #1017 holding.
  • Cassady Schiller Wealth Management first reported a position in iShares International Select Dividend ETF in Q1 2024 and has held it in 4 quarters since.
  • Cassady Schiller Wealth Management's iShares International Select Dividend ETF position peaked at $423 in Q3 2024.
  • 455 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.