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
2024 Q1	–	Sell	-12,673	Closed	-$330K	–	170
2023 Q4	$330K	Sell	12,673 -6,951	-35%	-$181K	﹤0.01%	272
2023 Q3	$523K	Buy	+19,624	New	+$520K	0.01%	256
2022 Q4	–	Sell	-9,958	Closed	-$224K	–	68
2022 Q3	$224K	Buy	+9,958	New	+$262K	0.18%	53

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

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

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

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Granite Bay Wealth Management's IDV Position: Q1 2024 in Review

Granite Bay Wealth Management sold out of iShares International Select Dividend ETF (IDV) in Q1 2024, closing a stake of 12,673 shares — an estimated $330K sold.

Granite Bay Wealth Management first reported a position in IDV in Q3 2022 and held it in 3 quarters. The position peaked at $523K in Q3 2023. 440 funds tracked by Wall St. Rank hold IDV as of Q1 2024.

Granite Bay Wealth Management reported no remaining iShares International Select Dividend ETF position as of Q1 2024 after selling out during the quarter.
Granite Bay Wealth Management sold 12,673 iShares International Select Dividend ETF shares in Q1 2024, an estimated $330K.
Granite Bay Wealth Management first reported a position in iShares International Select Dividend ETF in Q3 2022 and held it in 3 quarters.
Granite Bay Wealth Management's iShares International Select Dividend ETF position peaked at $523K in Q3 2023.
440 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2024.

Based on Granite Bay Wealth Management's 13F filing for Q1 2024, filed 30 Apr 2024.