Comprehensive Financial Consultants Institutional’s iShares International Select Dividend ETF IDV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-10,627	Closed	-$330K	–	184
2025 Q1	$330K	Sell	10,627 -2,900	-21%	-$85.1K	0.12%	139
2024 Q4	$370K	Hold	13,527	–	–	0.13%	135
2024 Q3	$409K	Sell	13,527 -250	-2%	-$7.28K	0.15%	131
2024 Q2	$381K	Hold	13,777	–	–	0.15%	131
2024 Q1	$386K	Sell	13,777 -77	-0.6%	-$2.13K	0.16%	128
2023 Q4	$388K	Sell	13,854 -91	-0.7%	-$2.37K	0.18%	120
2023 Q3	$354K	Hold	13,945	–	–	0.19%	121
2023 Q2	$378K	Sell	13,945 -300	-2%	-$8.19K	0.2%	122
2023 Q1	$392K	Hold	14,245	–	–	0.22%	113
2022 Q4	$412K	Hold	14,245	–	–	0.25%	111
2022 Q3	$329K	Sell	14,245 -1,036	-7%	-$27.3K	0.22%	123
2022 Q2	$398K	Sell	15,281 -170	-1%	-$5.12K	0.28%	111
2022 Q1	$463K	Hold	15,451	–	–	0.32%	105
2021 Q4	$498K	Buy	+15,451	New	+$478K	0.32%	97