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H&H Retirement Design & Management’s iShares International Select Dividend ETF IDV Stock Holding History

H&H Retirement Design & 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
2023
Q1 		– Sell
-9,371
Closed -$271K – 72
2022
Q4 		$271K Sell
9,371
-406
-4% -$10.3K 0.23% 64
2022
Q3 		$220K Buy
9,777
+272
+3% +$7.16K 0.21% 67
2022
Q2 		$262K Buy
+9,505
New +$286K 0.19% 68

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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

H&H Retirement Design & Management's IDV Position: Q1 2023 in Review

H&H Retirement Design & Management sold out of iShares International Select Dividend ETF (IDV) in Q1 2023, closing a stake of 9,371 shares — an estimated $271K sold.

H&H Retirement Design & Management first reported a position in IDV in Q2 2022 and held it in 3 quarters. The position peaked at $271K in Q4 2022. 448 funds tracked by Wall St. Rank hold IDV as of Q1 2023.

  • H&H Retirement Design & Management reported no remaining iShares International Select Dividend ETF position as of Q1 2023 after selling out during the quarter.
  • H&H Retirement Design & Management sold 9,371 iShares International Select Dividend ETF shares in Q1 2023, an estimated $271K.
  • H&H Retirement Design & Management first reported a position in iShares International Select Dividend ETF in Q2 2022 and held it in 3 quarters.
  • H&H Retirement Design & Management's iShares International Select Dividend ETF position peaked at $271K in Q4 2022.
  • 448 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2023.

Based on H&H Retirement Design & Management's 13F filing for Q1 2023, filed 17 Apr 2023.