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

Granite Bay 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
2022
Q4 		– Sell
-9,958
Closed -$224K – 68
2022
Q3 		$224K Buy
+9,958
New +$262K 0.18% 53

Other funds holding IDV

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

Granite Bay Wealth Management's IDV Position: Q4 2022 in Review

Granite Bay Wealth Management sold out of iShares International Select Dividend ETF (IDV) in Q4 2022, closing a stake of 9,958 shares — an estimated $224K sold.

Granite Bay Wealth Management first reported a position in IDV in Q3 2022 and held it in 1 quarter. The position peaked at $224K in Q3 2022. 435 funds tracked by Wall St. Rank hold IDV as of Q4 2022.

  • Granite Bay Wealth Management reported no remaining iShares International Select Dividend ETF position as of Q4 2022 after selling out during the quarter.
  • Granite Bay Wealth Management sold 9,958 iShares International Select Dividend ETF shares in Q4 2022, an estimated $224K.
  • Granite Bay Wealth Management first reported a position in iShares International Select Dividend ETF in Q3 2022 and held it in 1 quarter.
  • Granite Bay Wealth Management's iShares International Select Dividend ETF position peaked at $224K in Q3 2022.
  • 435 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q4 2022.

Based on Granite Bay Wealth Management's 13F filing for Q4 2022, filed 26 Jan 2023.