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

Evercore 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
2024
Q1 		– Sell
-8,641
Closed -$242K – 430
2023
Q4 		$242K Hold
8,641
– – ﹤0.01% 383
2023
Q3 		$219K Buy
+8,641
New +$229K ﹤0.01% 371
2016
Q4 		– Sell
-1,000
Closed -$30K – 1056
2016
Q3 		$30K Buy
+1,000
New +$29.6K ﹤0.01% 705

Other funds holding IDV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Evercore Wealth Management's IDV Position: Q1 2024 in Review

Evercore Wealth Management sold out of iShares International Select Dividend ETF (IDV) in Q1 2024, closing a stake of 8,641 shares — an estimated $242K sold.

Evercore Wealth Management first reported a position in IDV in Q3 2016 and held it in 3 quarters. The position peaked at $242K in Q4 2023. 441 funds tracked by Wall St. Rank hold IDV as of Q1 2024.

  • Evercore Wealth Management reported no remaining iShares International Select Dividend ETF position as of Q1 2024 after selling out during the quarter.
  • Evercore Wealth Management sold 8,641 iShares International Select Dividend ETF shares in Q1 2024, an estimated $242K.
  • Evercore Wealth Management first reported a position in iShares International Select Dividend ETF in Q3 2016 and held it in 3 quarters.
  • Evercore Wealth Management's iShares International Select Dividend ETF position peaked at $242K in Q4 2023.
  • 441 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2024.

Based on Evercore Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.