Foresight Capital Management Advisors’s iShares International Select Dividend ETF IDV Stock Holding History

Foresight Capital Management Advisors’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
2022 Q3	–	Sell	-62,609	Closed	-$1.7M	–	46
2022 Q2	$1.7M	Sell	62,609 -852	-1%	-$25.7K	2.6%	18
2022 Q1	$2.02M	Buy	63,461 +2,350	+4%	+$75.2K	2.25%	24
2021 Q4	$1.91M	Buy	+61,111	New	+$1.89M	1.86%	33

Other funds holding IDV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RFC

Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return

Foresight Capital Management Advisors's IDV Position: Q3 2022 in Review

Foresight Capital Management Advisors sold out of iShares International Select Dividend ETF (IDV) in Q3 2022, closing a stake of 62,609 shares — an estimated $1.7M sold.

Foresight Capital Management Advisors first reported a position in IDV in Q4 2021 and held it in 3 quarters. The position peaked at $2.02M in Q1 2022. 416 funds tracked by Wall St. Rank hold IDV as of Q3 2022.

Foresight Capital Management Advisors reported no remaining iShares International Select Dividend ETF position as of Q3 2022 after selling out during the quarter.
Foresight Capital Management Advisors sold 62,609 iShares International Select Dividend ETF shares in Q3 2022, an estimated $1.7M.
Foresight Capital Management Advisors first reported a position in iShares International Select Dividend ETF in Q4 2021 and held it in 3 quarters.
Foresight Capital Management Advisors's iShares International Select Dividend ETF position peaked at $2.02M in Q1 2022.
416 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q3 2022.

Based on Foresight Capital Management Advisors's 13F filing for Q3 2022, filed 13 Oct 2022.