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CWA
Clarus Wealth Advisors’s
iShares International Select Dividend ETF
IDV
Stock Holding History
Clarus Wealth Advisors’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
-10,077
Closed
-$263K
–
112
2022
Q2
$263K
Sell
10,077
-13
-0.1%
-$391
0.19%
85
2022
Q1
$317K
Buy
10,090
+740
+8%
+$23.7K
0.2%
80
2021
Q4
$306K
Buy
9,350
+138
+1%
+$4.27K
0.18%
83
2021
Q3
$283K
Sell
9,212
-96
-1%
-$3.08K
0.17%
82
2021
Q2
$303K
Sell
9,308
-439
-5%
-$14.5K
0.19%
81
2021
Q1
$312K
Buy
9,747
+337
+4%
+$10.5K
0.2%
96
2020
Q4
$291K
Sell
9,410
-82
-0.9%
-$2.24K
0.19%
99
2020
Q3
$241K
Buy
9,492
+677
+8%
+$17.6K
0.19%
105
2020
Q2
$225K
Buy
+8,815
New
+$212K
0.19%
111
2020
Q1
–
Sell
-9,001
Closed
-$303K
–
128
2019
Q4
$303K
Sell
9,001
-1,189
-12%
-$38.2K
0.2%
107
2019
Q3
$313K
Buy
10,190
+664
+7%
+$20K
0.23%
93
2019
Q2
$293K
Buy
9,526
+8,844
+1,297%
+$274K
0.21%
78
2019
Q1
$21K
Buy
682
+200
+41%
+$6.17K
0.02%
411
2018
Q4
$14K
Buy
482
+282
+141%
+$8.65K
0.02%
459
2018
Q3
$7K
Hold
200
–
–
﹤0.01%
584
2018
Q2
$7K
Buy
+200
New
+$6.69K
0.01%
578
Other funds holding IDV
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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
$431B 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
$501B AUM
22.01%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T 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
$564B AUM
30.12%
1-Year Est. Return
RFC
Regions Financial Corp
Birmingham, Alabama
$15.4B AUM
21.7%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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