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

CFM Wealth 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
2022 Q3	–	Sell	-8,014	Closed	-$218K	–	161
2022 Q2	$218K	Hold	8,014	–	–	0.07%	156
2022 Q1	$255K	Sell	8,014 -131	-2%	-$4.19K	0.06%	159
2021 Q4	$256K	Hold	8,145	–	–	0.06%	156
2021 Q3	$247K	Hold	8,145	–	–	0.06%	161
2021 Q2	$264K	Hold	8,145	–	–	0.07%	146
2021 Q1	$256K	Sell	8,145 -187	-2%	-$5.81K	0.08%	141
2020 Q4	$246K	Sell	8,332 -1,120	-12%	-$30.6K	0.08%	139
2020 Q3	$235K	Hold	9,452	–	–	0.09%	131
2020 Q2	$237K	Sell	9,452 -850	-8%	-$20.4K	0.09%	130
2020 Q1	$233K	Hold	10,302	–	–	0.11%	118
2019 Q4	$349K	Buy	+10,302	New	+$331K	0.13%	105

Other funds holding IDV

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 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

RFC

Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return

CFM Wealth Partners's IDV Position: Q3 2022 in Review

CFM Wealth Partners sold out of iShares International Select Dividend ETF (IDV) in Q3 2022, closing a stake of 8,014 shares — an estimated $218K sold.

CFM Wealth Partners first reported a position in IDV in Q4 2019 and held it in 11 quarters. The position peaked at $349K in Q4 2019. 416 funds tracked by Wall St. Rank hold IDV as of Q3 2022.

CFM Wealth Partners reported no remaining iShares International Select Dividend ETF position as of Q3 2022 after selling out during the quarter.
CFM Wealth Partners sold 8,014 iShares International Select Dividend ETF shares in Q3 2022, an estimated $218K.
CFM Wealth Partners first reported a position in iShares International Select Dividend ETF in Q4 2019 and held it in 11 quarters.
CFM Wealth Partners's iShares International Select Dividend ETF position peaked at $349K in Q4 2019.
416 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q3 2022.

Based on CFM Wealth Partners's 13F filing for Q3 2022, filed 17 Oct 2022.