Castleview Partners’s iShares International Select Dividend ETF IDV Stock Holding History

Castleview Partners’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 Q3	–	Sell	-159	Closed	-$4.4K	–	715
2024 Q2	$4.4K	Hold	159	–	–	﹤0.01%	640
2024 Q1	$4.46K	Hold	159	–	–	﹤0.01%	650
2023 Q4	$4.45K	Hold	159	–	–	﹤0.01%	594
2023 Q3	$4.04K	Buy	159 +23	+17%	+$609	﹤0.01%	502
2023 Q2	$3.58K	Hold	136	–	–	﹤0.01%	541
2023 Q1	$3.74K	Hold	136	–	–	﹤0.01%	521
2022 Q4	$3.69K	Hold	136	–	–	﹤0.01%	467
2022 Q3	$3K	Buy	136 +96	+240%	+$2.53K	﹤0.01%	495
2022 Q2	$2.94K	Sell	40 -96	-71%	-$2.89K	﹤0.01%	601
2022 Q1	$4K	Buy	+136	New	+$4.35K	﹤0.01%	587
2021 Q2	$6K	Buy	+187	New	+$6.16K	﹤0.01%	771

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

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

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 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

Castleview Partners's IDV Position: Q3 2024 in Review

Castleview Partners sold out of iShares International Select Dividend ETF (IDV) in Q3 2024, closing a stake of 159 shares — an estimated $4.4K sold.

Castleview Partners first reported a position in IDV in Q2 2021 and held it in 11 quarters. The position peaked at $6K in Q2 2021. 445 funds tracked by Wall St. Rank hold IDV as of Q3 2024.

Castleview Partners reported no remaining iShares International Select Dividend ETF position as of Q3 2024 after selling out during the quarter.
Castleview Partners sold 159 iShares International Select Dividend ETF shares in Q3 2024, an estimated $4.4K.
Castleview Partners first reported a position in iShares International Select Dividend ETF in Q2 2021 and held it in 11 quarters.
Castleview Partners's iShares International Select Dividend ETF position peaked at $6K in Q2 2021.
445 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q3 2024.

Based on Castleview Partners's 13F filing for Q3 2024, filed 9 Oct 2024.