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Coppell Advisory Solutions’s iShares International Select Dividend ETF IDV Stock Holding History

Coppell Advisory Solutions’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
Q3 		– Sell
-5,372
Closed -$149K – 1914
2024
Q2 		$149K Buy
+5,372
New +$153K 0.02% 310

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Ameriprise
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UBS Group
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Mercer Global Advisors
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Wells Fargo
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US Bancorp
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Bank of New York Mellon
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Coppell Advisory Solutions's IDV Position: Q3 2024 in Review

Coppell Advisory Solutions sold out of iShares International Select Dividend ETF (IDV) in Q3 2024, closing a stake of 5,372 shares — an estimated $149K sold.

Coppell Advisory Solutions first reported a position in IDV in Q2 2024 and held it in 1 quarter. The position peaked at $149K in Q2 2024. 443 funds tracked by Wall St. Rank hold IDV as of Q3 2024.

  • Coppell Advisory Solutions reported no remaining iShares International Select Dividend ETF position as of Q3 2024 after selling out during the quarter.
  • Coppell Advisory Solutions sold 5,372 iShares International Select Dividend ETF shares in Q3 2024, an estimated $149K.
  • Coppell Advisory Solutions first reported a position in iShares International Select Dividend ETF in Q2 2024 and held it in 1 quarter.
  • Coppell Advisory Solutions's iShares International Select Dividend ETF position peaked at $149K in Q2 2024.
  • 443 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q3 2024.

Based on Coppell Advisory Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.