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Coastwise Capital Group’s iShares International Select Dividend ETF IDV Stock Holding History

Coastwise Capital Group’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
Q4 		– Sell
-7,188
Closed -$217K – 123
2024
Q3 		$217K Buy
+7,188
New +$209K 0.18% 118
2022
Q2 		– Sell
-6,481
Closed -$206K – 109
2022
Q1 		$206K Buy
+6,481
New +$207K 0.26% 96

Other funds holding IDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Coastwise Capital Group's IDV Position: Q4 2024 in Review

Coastwise Capital Group sold out of iShares International Select Dividend ETF (IDV) in Q4 2024, closing a stake of 7,188 shares — an estimated $217K sold.

Coastwise Capital Group first reported a position in IDV in Q1 2022 and held it in 2 quarters. The position peaked at $217K in Q3 2024. 455 funds tracked by Wall St. Rank hold IDV as of Q4 2024.

  • Coastwise Capital Group reported no remaining iShares International Select Dividend ETF position as of Q4 2024 after selling out during the quarter.
  • Coastwise Capital Group sold 7,188 iShares International Select Dividend ETF shares in Q4 2024, an estimated $217K.
  • Coastwise Capital Group first reported a position in iShares International Select Dividend ETF in Q1 2022 and held it in 2 quarters.
  • Coastwise Capital Group's iShares International Select Dividend ETF position peaked at $217K in Q3 2024.
  • 455 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q4 2024.

Based on Coastwise Capital Group's 13F filing for Q4 2024, filed 23 Jan 2025.