EWA
ERTS Wealth Advisors’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 | – | Sell |
-185,646
| Closed | -$5.76M | – | 53 |
|
|
2025
Q1 | $5.76M | Sell |
185,646
-77,432
| -29% | -$2.4M | 1.12% | 15 |
|
|
2024
Q4 | $7.2M | Sell |
263,078
-8,410
| -3% | -$230K | 1.36% | 15 |
|
|
2024
Q3 | $8.21M | Buy |
271,488
+129,108
| +91% | +$3.9M | 1.54% | 15 |
|
|
2024
Q2 | $3.94M | Buy |
+142,380
| New | +$3.94M | 0.79% | 17 |
|
|
2023
Q3 | – | Sell |
-355,099
| Closed | -$9.35M | – | 85 |
|
|
2023
Q2 | $9.35M | Sell |
355,099
-30,834
| -8% | -$812K | 2.18% | 13 |
|
|
2023
Q1 | $10.6M | Buy |
385,933
+248,748
| +181% | +$6.84M | 2.57% | 11 |
|
|
2022
Q4 | $3.73M | Buy |
+137,185
| New | +$3.73M | 0.97% | 17 |
|
|
2021
Q3 | – | Sell |
-8,386
| Closed | -$272K | – | 87 |
|
|
2021
Q2 | $272K | Sell |
8,386
-853
| -9% | -$27.7K | 0.07% | 71 |
|
|
2021
Q1 | $291K | Sell |
9,239
-26,249
| -74% | -$827K | 0.09% | 66 |
|
|
2020
Q4 | $1.05M | Buy |
35,488
+7,055
| +25% | +$208K | 0.34% | 30 |
|
|
2020
Q3 | $709K | Buy |
28,433
+5,264
| +23% | +$131K | 0.27% | 36 |
|
|
2020
Q2 | $582K | Sell |
23,169
-25,518
| -52% | -$641K | 0.24% | 36 |
|
|
2020
Q1 | $1.1M | Sell |
48,687
-3,443
| -7% | -$77.8K | 0.53% | 26 |
|
|
2019
Q4 | $1.75M | Buy |
52,130
+1,300
| +3% | +$43.6K | 0.79% | 16 |
|
|
2019
Q3 | $1.56M | Buy |
+50,830
| New | +$1.56M | 0.79% | 15 |
|
|
2019
Q1 | – | Sell |
-2,460
| Closed | -$71K | – | 185 |
|
|
2018
Q4 | $71K | Buy |
+2,460
| New | +$71K | 0.05% | 141 |
|