EWM
Evercore 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-8,641
| Closed | -$242K | – | 430 |
|
|
2023
Q4 | $242K | Hold |
8,641
| – | – | ﹤0.01% | 383 |
|
|
2023
Q3 | $219K | Buy |
+8,641
| New | +$219K | ﹤0.01% | 371 |
|
|
2016
Q4 | – | Sell |
-1,000
| Closed | -$30K | – | 1055 |
|
|
2016
Q3 | $30K | Buy |
+1,000
| New | +$30K | ﹤0.01% | 705 |
|