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

Forza 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
2023
Q4 		– Sell
-112,159
Closed -$2.85M – 176
2023
Q3 		$2.85M Hold
112,159
– – 1.47% 17
2023
Q2 		$2.95M Hold
112,159
– – 1.49% 16
2023
Q1 		$3.08M Buy
112,159
+21,878
+24% +$616K 1.59% 13
2022
Q4 		$2.45M Buy
+90,281
New +$2.29M 1.63% 17

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Forza Wealth Management's IDV Position: Q4 2023 in Review

Forza Wealth Management sold out of iShares International Select Dividend ETF (IDV) in Q4 2023, closing a stake of 112,159 shares — an estimated $2.85M sold.

Forza Wealth Management first reported a position in IDV in Q4 2022 and held it in 4 quarters. The position peaked at $3.08M in Q1 2023. 450 funds tracked by Wall St. Rank hold IDV as of Q4 2023.

  • Forza Wealth Management reported no remaining iShares International Select Dividend ETF position as of Q4 2023 after selling out during the quarter.
  • Forza Wealth Management sold 112,159 iShares International Select Dividend ETF shares in Q4 2023, an estimated $2.85M.
  • Forza Wealth Management first reported a position in iShares International Select Dividend ETF in Q4 2022 and held it in 4 quarters.
  • Forza Wealth Management's iShares International Select Dividend ETF position peaked at $3.08M in Q1 2023.
  • 450 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q4 2023.

Based on Forza Wealth Management's 13F filing for Q4 2023, filed 24 Jan 2024.