FAM
IDV icon

Family Asset Management’s iShares International Select Dividend ETF IDV Stock Holding History

Family Asset 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
2023
Q2 		– Sell
-3,259
Closed -$89.6K – 189
2023
Q1 		$89.6K Sell
3,259
-12,590
-79% -$354K 0.07% 120
2022
Q4 		$430K Buy
+15,849
New +$402K 0.36% 58

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return

Family Asset Management's IDV Position: Q2 2023 in Review

Family Asset Management sold out of iShares International Select Dividend ETF (IDV) in Q2 2023, closing a stake of 3,259 shares — an estimated $89.6K sold.

Family Asset Management first reported a position in IDV in Q4 2022 and held it in 2 quarters. The position peaked at $430K in Q4 2022. 447 funds tracked by Wall St. Rank hold IDV as of Q2 2023.

  • Family Asset Management reported no remaining iShares International Select Dividend ETF position as of Q2 2023 after selling out during the quarter.
  • Family Asset Management sold 3,259 iShares International Select Dividend ETF shares in Q2 2023, an estimated $89.6K.
  • Family Asset Management first reported a position in iShares International Select Dividend ETF in Q4 2022 and held it in 2 quarters.
  • Family Asset Management's iShares International Select Dividend ETF position peaked at $430K in Q4 2022.
  • 447 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2023.

Based on Family Asset Management's 13F filing for Q2 2023, filed 27 Jul 2023.