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GYL Financial Synergies’s iShares International Select Dividend ETF IDV Stock Holding History

GYL Financial Synergies’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
Q3 		$272K Buy
9,011
+5
+0.1% +$146 0.02% 308
2024
Q2 		$249K Sell
9,006
-792
-8% -$22.5K 0.02% 320
2024
Q1 		$275K Buy
9,798
+3
+0% +$83 0.02% 308
2023
Q4 		$274K Sell
9,795
-288
-3% -$7.51K 0.02% 298
2023
Q3 		$256K Hold
10,083
– – 0.02% 291
2023
Q2 		$265K Buy
10,083
+9
+0.1% +$246 0.02% 291
2023
Q1 		$277K Sell
10,074
-195
-2% -$5.49K 0.03% 241
2022
Q4 		$279K Sell
10,269
-2,303
-18% -$58.4K 0.06% 181
2022
Q3 		$283K Buy
12,572
+1,309
+12% +$34.5K 0.08% 157
2022
Q2 		$306K Buy
11,263
+3,667
+48% +$110K 0.08% 149
2022
Q1 		$241K Sell
7,596
-396
-5% -$12.7K 0.06% 179
2021
Q4 		$249K Buy
7,992
+3
+0% +$93 0.07% 181
2021
Q3 		$243K Buy
7,989
+310
+4% +$9.96K 0.12% 164
2021
Q2 		$249K Buy
7,679
+764
+11% +$25.2K 0.13% 158
2021
Q1 		$218K Buy
+6,915
New +$215K 0.12% 166
2020
Q4 		– Sell
-18,855
Closed -$470K – 175
2020
Q3 		$470K Sell
18,855
-3,452
-15% -$89.6K 0.31% 87
2020
Q2 		$560K Sell
22,307
-1,585
-7% -$38.1K 0.41% 62
2020
Q1 		$540K Sell
23,892
-8,397
-26% -$253K 0.35% 57
2019
Q4 		$1.08M Buy
32,289
+8,935
+38% +$287K 0.48% 42
2019
Q3 		$718K Buy
23,354
+8,307
+55% +$251K 0.36% 56
2019
Q2 		$462K Sell
15,047
-252
-2% -$7.81K 0.24% 72
2019
Q1 		$472K Hold
15,299
– – 0.27% 69
2018
Q4 		$439K Buy
+15,299
New +$469K 0.32% 64

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GYL Financial Synergies's IDV Position: Q3 2024 in Review

GYL Financial Synergies increased its iShares International Select Dividend ETF (IDV) stake by 0.06% in Q3 2024, buying an estimated $146 and bringing the position to 9,011 shares worth $272K. The position accounts for 0.02% of the portfolio, ranked #308.

GYL Financial Synergies first reported a position in IDV in Q4 2018 and has held it in 23 quarters since. The position peaked at $1.08M in Q4 2019. 445 funds tracked by Wall St. Rank hold IDV as of Q3 2024.

  • GYL Financial Synergies held 9,011 shares of iShares International Select Dividend ETF worth $272K as of Q3 2024.
  • GYL Financial Synergies bought 5 iShares International Select Dividend ETF shares in Q3 2024, an estimated $146.
  • iShares International Select Dividend ETF made up 0.02% of GYL Financial Synergies's portfolio in Q3 2024, its #308 holding.
  • GYL Financial Synergies first reported a position in iShares International Select Dividend ETF in Q4 2018 and has held it in 23 quarters since.
  • GYL Financial Synergies's iShares International Select Dividend ETF position peaked at $1.08M in Q4 2019.
  • 445 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.