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

Elmwood Wealth Management’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 Q1	–	Sell	-500	Closed	-$16K	–	200
2021 Q4	$16K	Buy	+500	New	+$15.5K	0.01%	261
2021 Q2	$16K	Hold	500	–	–	0.01%	232
2021 Q1	$16K	Buy	+500	New	+$15.5K	0.01%	229
2020 Q3	$13K	Hold	500	–	–	0.01%	178
2020 Q2	$13K	Buy	+500	New	+$12K	0.01%	178

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

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

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Elmwood Wealth Management's IDV Position: Q1 2022 in Review

Elmwood Wealth Management sold out of iShares International Select Dividend ETF (IDV) in Q1 2022, closing a stake of 500 shares — an estimated $16K sold.

Elmwood Wealth Management first reported a position in IDV in Q2 2020 and held it in 5 quarters. The position peaked at $16K in Q4 2021. 456 funds tracked by Wall St. Rank hold IDV as of Q1 2022.

Elmwood Wealth Management reported no remaining iShares International Select Dividend ETF position as of Q1 2022 after selling out during the quarter.
Elmwood Wealth Management sold 500 iShares International Select Dividend ETF shares in Q1 2022, an estimated $16K.
Elmwood Wealth Management first reported a position in iShares International Select Dividend ETF in Q2 2020 and held it in 5 quarters.
Elmwood Wealth Management's iShares International Select Dividend ETF position peaked at $16K in Q4 2021.
456 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.