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

Edge 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	$258K	Buy	9,413 +2,569	+38%	+$73.6K	0.01%	283
2024 Q3	$207K	Buy	+6,844	New	+$199K	0.01%	305
2020 Q2	–	Sell	-24,219	Closed	-$547K	–	225
2020 Q1	$547K	Buy	24,219 +65	+0.3%	+$1.96K	0.07%	141
2019 Q4	$811K	Sell	24,154 -427	-2%	-$13.7K	0.08%	140
2019 Q3	$756K	Hold	24,581	–	–	0.08%	139
2019 Q2	$755K	Sell	24,581 -1,220	-5%	-$37.8K	0.07%	143
2019 Q1	$796K	Buy	25,801 +5,151	+25%	+$159K	0.08%	137
2018 Q4	$593K	Buy	+20,650	New	+$633K	0.06%	143

Other funds holding IDV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Edge Capital Group increased its iShares International Select Dividend ETF (IDV) stake by 38% in Q4 2024, buying an estimated $73.6K and bringing the position to 9,413 shares worth $258K. The position accounts for 0.01% of the portfolio, ranked #283.

Edge Capital Group first reported a position in IDV in Q4 2018 and has held it in 8 quarters since. The position peaked at $811K in Q4 2019. 455 funds tracked by Wall St. Rank hold IDV as of Q4 2024.

Edge Capital Group held 9,413 shares of iShares International Select Dividend ETF worth $258K as of Q4 2024.
Edge Capital Group bought 2,569 iShares International Select Dividend ETF shares in Q4 2024, an estimated $73.6K.
iShares International Select Dividend ETF made up 0.01% of Edge Capital Group's portfolio in Q4 2024, its #283 holding.
Edge Capital Group first reported a position in iShares International Select Dividend ETF in Q4 2018 and has held it in 8 quarters since.
Edge Capital Group's iShares International Select Dividend ETF position peaked at $811K in Q4 2019.
455 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.