FIM
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Freedom Investment Management’s iShares International Select Dividend ETF IDV Stock Holding History

Freedom Investment 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
2022
Q1 		– Sell
-7,702
Closed -$240K – 862
2021
Q4 		$240K Buy
7,702
+428
+6% +$13.2K 0.02% 750
2021
Q3 		$221K Sell
7,274
-1,024
-12% -$32.9K 0.02% 731
2021
Q2 		$269K Buy
8,298
+385
+5% +$12.7K 0.02% 719
2021
Q1 		$249K Buy
7,913
+791
+11% +$24.6K 0.02% 718
2020
Q4 		$210K Buy
+7,122
New +$195K 0.02% 564
2020
Q2 		– Sell
-6,122
Closed -$205K – 627
2020
Q1 		$205K Buy
+6,122
New +$185K 0.02% 621
2019
Q1 		– Sell
-9,339
Closed -$268K – 731
2018
Q4 		$268K Sell
9,339
-9,018
-49% -$277K 0.02% 614
2018
Q3 		$594K Sell
18,357
-759
-4% -$24.8K 0.04% 468
2018
Q2 		$613K Sell
19,116
-211
-1% -$7.06K 0.04% 471
2018
Q1 		$638K Buy
19,327
+1,058
+6% +$36K 0.03% 528
2017
Q4 		$617K Buy
18,269
+2,893
+19% +$97K 0.03% 539
2017
Q3 		$519K Buy
15,376
+1,013
+7% +$33.8K 0.03% 577
2017
Q2 		$470K Buy
14,363
+924
+7% +$30K 0.03% 590
2017
Q1 		$423K Buy
13,439
+1,102
+9% +$34K 0.02% 610
2016
Q4 		$365K Buy
12,337
+5,443
+79% +$159K 0.02% 607
2016
Q3 		$207K Buy
+6,894
New +$204K 0.01% 810

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Freedom Investment Management's IDV Position: Q1 2022 in Review

Freedom Investment Management sold out of iShares International Select Dividend ETF (IDV) in Q1 2022, closing a stake of 7,702 shares — an estimated $240K sold.

Freedom Investment Management first reported a position in IDV in Q3 2016 and held it in 16 quarters. The position peaked at $638K in Q1 2018. 456 funds tracked by Wall St. Rank hold IDV as of Q1 2022.

  • Freedom Investment Management reported no remaining iShares International Select Dividend ETF position as of Q1 2022 after selling out during the quarter.
  • Freedom Investment Management sold 7,702 iShares International Select Dividend ETF shares in Q1 2022, an estimated $240K.
  • Freedom Investment Management first reported a position in iShares International Select Dividend ETF in Q3 2016 and held it in 16 quarters.
  • Freedom Investment Management's iShares International Select Dividend ETF position peaked at $638K in Q1 2018.
  • 456 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2022.

Based on Freedom Investment Management's 13F filing for Q1 2022, filed 16 May 2022.