FSC Wealth Advisors’s iShares International Select Dividend ETF IDV Stock Holding History

FSC Wealth 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 Q4	–	Sell	-114	Closed	-$2.89K	–	158
2022 Q3	$3K	Buy	114 +3	+3%	+$79	0.03%	165
2022 Q2	$3K	Buy	111 +3	+3%	+$90	0.03%	165
2022 Q1	$3K	Buy	108 +1	+0.9%	+$32	﹤0.01%	147
2021 Q4	$3K	Buy	+107	New	+$3.31K	﹤0.01%	155

Other funds holding IDV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return

SFBLI

Southern Farm Bureau Life Insurance Jackson, Mississippi $1.05B AUM 16.69% 1-Year Est. Return

FSC Wealth Advisors's IDV Position: Q4 2022 in Review

FSC Wealth Advisors sold out of iShares International Select Dividend ETF (IDV) in Q4 2022, closing a stake of 114 shares — an estimated $2.89K sold.

FSC Wealth Advisors first reported a position in IDV in Q4 2021 and held it in 4 quarters. The position peaked at $3K in Q3 2022. 435 funds tracked by Wall St. Rank hold IDV as of Q4 2022.

FSC Wealth Advisors reported no remaining iShares International Select Dividend ETF position as of Q4 2022 after selling out during the quarter.
FSC Wealth Advisors sold 114 iShares International Select Dividend ETF shares in Q4 2022, an estimated $2.89K.
FSC Wealth Advisors first reported a position in iShares International Select Dividend ETF in Q4 2021 and held it in 4 quarters.
FSC Wealth Advisors's iShares International Select Dividend ETF position peaked at $3K in Q3 2022.
435 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q4 2022.

Based on FSC Wealth Advisors's 13F filing for Q4 2022, filed 17 Jan 2023.