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Hazlett, Burt & Watson’s iShares International Select Dividend ETF IDV Stock Holding History

Hazlett, Burt & Watson’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
2025
Q1 		– Sell
-100
Closed -$3K – 808
2024
Q4 		$3K Hold
100
– – ﹤0.01% 665
2024
Q3 		$3K Hold
100
– – ﹤0.01% 642
2024
Q2 		$3K Hold
100
– – ﹤0.01% 629
2024
Q1 		$3K Sell
100
-1,575
-94% -$43.5K ﹤0.01% 623
2023
Q4 		$46K Sell
1,675
-712
-30% -$18.6K 0.03% 319
2023
Q3 		$61K Sell
2,387
-125
-5% -$3.31K 0.05% 273
2023
Q2 		$67K Hold
2,512
– – 0.05% 263
2023
Q1 		$69K Sell
2,512
-450
-15% -$12.7K 0.06% 239
2022
Q4 		$81K Sell
2,962
-395
-12% -$10K 0.07% 211
2022
Q3 		$75K Sell
3,357
-1,165
-26% -$30.7K 0.07% 219
2022
Q2 		$124K Hold
4,522
– – 0.11% 173
2022
Q1 		$144K Buy
+4,522
New +$145K 0.11% 174

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

Hazlett, Burt & Watson's IDV Position: Q1 2025 in Review

Hazlett, Burt & Watson sold out of iShares International Select Dividend ETF (IDV) in Q1 2025, closing a stake of 100 shares — an estimated $3K sold.

Hazlett, Burt & Watson first reported a position in IDV in Q1 2022 and held it in 12 quarters. The position peaked at $144K in Q1 2022. 454 funds tracked by Wall St. Rank hold IDV as of Q1 2025.

  • Hazlett, Burt & Watson reported no remaining iShares International Select Dividend ETF position as of Q1 2025 after selling out during the quarter.
  • Hazlett, Burt & Watson sold 100 iShares International Select Dividend ETF shares in Q1 2025, an estimated $3K.
  • Hazlett, Burt & Watson first reported a position in iShares International Select Dividend ETF in Q1 2022 and held it in 12 quarters.
  • Hazlett, Burt & Watson's iShares International Select Dividend ETF position peaked at $144K in Q1 2022.
  • 454 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2025.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2025, filed 5 May 2025.