EWM
Evermay 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 | $3.85M | Sell |
111,471
-984
| -0.9% | -$34K | 0.47% | 25 |
|
|
2025
Q1 | $3.49M | Sell |
112,455
-25,832
| -19% | -$801K | 0.46% | 25 |
|
|
2024
Q4 | $3.79M | Sell |
138,287
-381
| -0.3% | -$10.4K | 0.57% | 25 |
|
|
2024
Q3 | $4.19M | Sell |
138,668
-6,029
| -4% | -$182K | 0.67% | 23 |
|
|
2024
Q2 | $4M | Sell |
144,697
-67
| -0% | -$1.85K | 0.64% | 26 |
|
|
2024
Q1 | $4.06M | Buy |
+144,764
| New | +$4.06M | 0.61% | 25 |
|
|
2014
Q4 | – | Sell |
-7,528
| Closed | -$269K | – | 87 |
|
|
2014
Q3 | $269K | Buy |
7,528
+8
| +0.1% | +$286 | 0.23% | 64 |
|
|
2014
Q2 | $300K | Buy |
7,520
+34
| +0.5% | +$1.36K | 0.26% | 62 |
|
|
2014
Q1 | $289K | Sell |
7,486
-980
| -12% | -$37.8K | 0.31% | 51 |
|
|
2013
Q4 | $321K | Buy |
+8,466
| New | +$321K | 0.45% | 36 |
|