EWM
Empirical Wealth Management’s iShares International Select Dividend ETF IDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.35M | Buy |
68,056
+4,865
| +8% | +$168K | 0.05% | 212 |
|
|
2025
Q1 | $1.96M | Sell |
63,191
-2,307
| -4% | -$71.6K | 0.05% | 211 |
|
|
2024
Q4 | $1.79M | Sell |
65,498
-575
| -0.9% | -$15.7K | 0.05% | 209 |
|
|
2024
Q3 | $2M | Sell |
66,073
-1,212
| -2% | -$36.6K | 0.06% | 190 |
|
|
2024
Q2 | $1.86M | Sell |
67,285
-3,531
| -5% | -$97.7K | 0.06% | 188 |
|
|
2024
Q1 | $1.99M | Buy |
70,816
+2,908
| +4% | +$81.5K | 0.06% | 179 |
|
|
2023
Q4 | $1.9M | Sell |
67,908
-9,625
| -12% | -$269K | 0.06% | 173 |
|
|
2023
Q3 | $1.97M | Sell |
77,533
-4,685
| -6% | -$119K | 0.08% | 158 |
|
|
2023
Q2 | $2.16M | Sell |
82,218
-2,470
| -3% | -$65K | 0.09% | 149 |
|
|
2023
Q1 | $2.33M | Sell |
84,688
-2,152
| -2% | -$59.2K | 0.1% | 131 |
|
|
2022
Q4 | $2.36M | Sell |
86,840
-1,136
| -1% | -$30.9K | 0.11% | 123 |
|
|
2022
Q3 | $1.98M | Buy |
87,976
+22,072
| +33% | +$497K | 0.1% | 127 |
|
|
2022
Q2 | $1.79M | Buy |
65,904
+1,393
| +2% | +$37.8K | 0.09% | 140 |
|
|
2022
Q1 | $2.05M | Buy |
64,511
+5,955
| +10% | +$189K | 0.1% | 132 |
|
|
2021
Q4 | $1.83M | Buy |
58,556
+3,840
| +7% | +$120K | 0.09% | 143 |
|
|
2021
Q3 | $1.66M | Buy |
54,716
+2,180
| +4% | +$66.3K | 0.09% | 132 |
|
|
2021
Q2 | $1.7M | Buy |
52,536
+315
| +0.6% | +$10.2K | 0.1% | 126 |
|
|
2021
Q1 | $1.64M | Hold |
52,221
| – | – | 0.13% | 116 |
|
|
2020
Q4 | $1.54M | Buy |
52,221
+8,747
| +20% | +$258K | 0.12% | 119 |
|
|
2020
Q3 | $1.08M | Buy |
43,474
+720
| +2% | +$18K | 0.09% | 133 |
|
|
2020
Q2 | $1.07M | Buy |
42,754
+7,648
| +22% | +$192K | 0.1% | 124 |
|
|
2020
Q1 | $793K | Buy |
35,106
+23,946
| +215% | +$541K | 0.09% | 132 |
|
|
2019
Q4 | $375K | Hold |
11,160
| – | – | 0.04% | 221 |
|
|
2019
Q3 | $343K | Buy |
11,160
+3,285
| +42% | +$101K | 0.04% | 211 |
|
|
2019
Q2 | $242K | Hold |
7,875
| – | – | 0.03% | 227 |
|
|
2019
Q1 | $243K | Buy |
+7,875
| New | +$243K | 0.04% | 206 |
|