Colton Groome Financial Advisors’s iShares International Select Dividend ETF IDV Stock Holding History

Colton Groome Financial 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
2023 Q1	–	Sell	-109,030	Closed	-$2.96M	–	130
2022 Q4	$2.96M	Buy	109,030 +18,745	+21%	+$475K	1.45%	20
2022 Q3	$2.03M	Sell	90,285 -23,458	-21%	-$618K	1.04%	24
2022 Q2	$3.09M	Buy	113,743 +13,227	+13%	+$398K	1.54%	21
2022 Q1	$3.19M	Buy	+100,516	New	+$3.22M	1.48%	23

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Colton Groome Financial Advisors's IDV Position: Q1 2023 in Review

Colton Groome Financial Advisors sold out of iShares International Select Dividend ETF (IDV) in Q1 2023, closing a stake of 109,030 shares — an estimated $2.96M sold.

Colton Groome Financial Advisors first reported a position in IDV in Q1 2022 and held it in 4 quarters. The position peaked at $3.19M in Q1 2022. 446 funds tracked by Wall St. Rank hold IDV as of Q1 2023.

Colton Groome Financial Advisors reported no remaining iShares International Select Dividend ETF position as of Q1 2023 after selling out during the quarter.
Colton Groome Financial Advisors sold 109,030 iShares International Select Dividend ETF shares in Q1 2023, an estimated $2.96M.
Colton Groome Financial Advisors first reported a position in iShares International Select Dividend ETF in Q1 2022 and held it in 4 quarters.
Colton Groome Financial Advisors's iShares International Select Dividend ETF position peaked at $3.19M in Q1 2022.
446 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2023.

Based on Colton Groome Financial Advisors's 13F filing for Q1 2023, filed 17 Apr 2023.