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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RFC

Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return

Clarus Wealth Advisors's IDV Position: Q3 2022 in Review

Clarus Wealth Advisors sold out of iShares International Select Dividend ETF (IDV) in Q3 2022, closing a stake of 10,077 shares — an estimated $263K sold.

Clarus Wealth Advisors first reported a position in IDV in Q2 2018 and held it in 16 quarters. The position peaked at $317K in Q1 2022. 416 funds tracked by Wall St. Rank hold IDV as of Q3 2022.

Clarus Wealth Advisors reported no remaining iShares International Select Dividend ETF position as of Q3 2022 after selling out during the quarter.
Clarus Wealth Advisors sold 10,077 iShares International Select Dividend ETF shares in Q3 2022, an estimated $263K.
Clarus Wealth Advisors first reported a position in iShares International Select Dividend ETF in Q2 2018 and held it in 16 quarters.
Clarus Wealth Advisors's iShares International Select Dividend ETF position peaked at $317K in Q1 2022.
416 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q3 2022.

Based on Clarus Wealth Advisors's 13F filing for Q3 2022, filed 11 Oct 2022.