Clearwater Capital Advisors’s iShares International Select Dividend ETF IDV Stock Holding History

Clearwater Capital 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 Q4	–	Sell	-283,620	Closed	-$6.39M	–	168
2022 Q3	$6.39M	Sell	283,620 -168,442	-37%	-$4.44M	0.88%	35
2022 Q2	$12.3M	Sell	452,062 -26,059	-5%	-$785K	1.68%	18
2022 Q1	$15.2M	Buy	478,121 +2,351	+0.5%	+$75.2K	1.74%	17
2021 Q4	$14.8M	Sell	475,770 -28,668	-6%	-$887K	1.64%	18
2021 Q3	$15.3M	Buy	504,438 +25,594	+5%	+$822K	1.78%	16
2021 Q2	$15.5M	Buy	478,844 +43,148	+10%	+$1.42M	1.81%	16
2021 Q1	$13.7M	Buy	+435,696	New	+$13.5M	1.72%	16

Other funds holding IDV

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return

Clearwater Capital Advisors's IDV Position: Q4 2022 in Review

Clearwater Capital Advisors sold out of iShares International Select Dividend ETF (IDV) in Q4 2022, closing a stake of 283,620 shares — an estimated $6.39M sold.

Clearwater Capital Advisors first reported a position in IDV in Q1 2021 and held it in 7 quarters. The position peaked at $15.5M in Q2 2021. 434 funds tracked by Wall St. Rank hold IDV as of Q4 2022.

Clearwater Capital Advisors reported no remaining iShares International Select Dividend ETF position as of Q4 2022 after selling out during the quarter.
Clearwater Capital Advisors sold 283,620 iShares International Select Dividend ETF shares in Q4 2022, an estimated $6.39M.
Clearwater Capital Advisors first reported a position in iShares International Select Dividend ETF in Q1 2021 and held it in 7 quarters.
Clearwater Capital Advisors's iShares International Select Dividend ETF position peaked at $15.5M in Q2 2021.
434 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q4 2022.

Based on Clearwater Capital Advisors's 13F filing for Q4 2022, filed 27 Jan 2023.