Graves Light Lenhart Wealth’s iShares International Select Dividend ETF IDV Stock Holding History

Graves Light Lenhart Wealth’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 Q2	–	Sell	-110	Closed	-$3K	–	653
2022 Q1	$3K	Hold	110	–	–	﹤0.01%	615
2021 Q4	$3K	Hold	110	–	–	﹤0.01%	681
2021 Q3	$3K	Hold	110	–	–	﹤0.01%	665
2021 Q2	$4K	Hold	110	–	–	﹤0.01%	649
2021 Q1	$3K	Hold	110	–	–	﹤0.01%	668
2020 Q4	$3K	Buy	+110	New	+$3.01K	﹤0.01%	649

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

RFC

Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return

Graves Light Lenhart Wealth's IDV Position: Q2 2022 in Review

Graves Light Lenhart Wealth sold out of iShares International Select Dividend ETF (IDV) in Q2 2022, closing a stake of 110 shares — an estimated $3K sold.

Graves Light Lenhart Wealth first reported a position in IDV in Q4 2020 and held it in 6 quarters. The position peaked at $4K in Q2 2021. 440 funds tracked by Wall St. Rank hold IDV as of Q2 2022.

Graves Light Lenhart Wealth reported no remaining iShares International Select Dividend ETF position as of Q2 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 110 iShares International Select Dividend ETF shares in Q2 2022, an estimated $3K.
Graves Light Lenhart Wealth first reported a position in iShares International Select Dividend ETF in Q4 2020 and held it in 6 quarters.
Graves Light Lenhart Wealth's iShares International Select Dividend ETF position peaked at $4K in Q2 2021.
440 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2022, filed 15 Aug 2022.