DB Wealth Management Group’s iShares International Select Dividend ETF IDV Stock Holding History

DB Wealth Management 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
2022 Q4	–	Sell	-1,410	Closed	-$32K	–	362
2022 Q3	$32K	Hold	1,410	–	–	0.02%	185
2022 Q2	$38K	Hold	1,410	–	–	0.03%	173
2022 Q1	$45K	Hold	1,410	–	–	0.03%	176
2021 Q4	$44K	Hold	1,410	–	–	0.03%	172
2021 Q3	$43K	Buy	1,410 +576	+69%	+$18.5K	0.03%	169
2021 Q2	$27K	Hold	834	–	–	0.02%	203
2021 Q1	$26K	Hold	834	–	–	0.02%	211
2020 Q4	$25K	Buy	+834	New	+$22.8K	0.02%	207

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

DB Wealth Management Group's IDV Position: Q4 2022 in Review

DB Wealth Management Group sold out of iShares International Select Dividend ETF (IDV) in Q4 2022, closing a stake of 1,410 shares — an estimated $32K sold.

DB Wealth Management Group first reported a position in IDV in Q4 2020 and held it in 8 quarters. The position peaked at $45K in Q1 2022. 434 funds tracked by Wall St. Rank hold IDV as of Q4 2022.

DB Wealth Management Group reported no remaining iShares International Select Dividend ETF position as of Q4 2022 after selling out during the quarter.
DB Wealth Management Group sold 1,410 iShares International Select Dividend ETF shares in Q4 2022, an estimated $32K.
DB Wealth Management Group first reported a position in iShares International Select Dividend ETF in Q4 2020 and held it in 8 quarters.
DB Wealth Management Group's iShares International Select Dividend ETF position peaked at $45K in Q1 2022.
434 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q4 2022.

Based on DB Wealth Management Group's 13F filing for Q4 2022, filed 13 Feb 2023.