Heck Capital Advisors’s iShares International Select Dividend ETF IDV Stock Holding History

Heck Capital Advisors’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	-37	Closed	-$1.01K	–	496
2024 Q4	$1.01K	Buy	+37	New	+$1.06K	﹤0.01%	706
2023 Q2	–	Sell	-7,590	Closed	-$209K	–	163
2023 Q1	$209K	Sell	7,590 -36,180	-83%	-$1.02M	0.04%	112
2022 Q4	$1.19M	Sell	43,770 -1,706	-4%	-$43.3K	0.23%	60
2022 Q3	$1.02M	Sell	45,476 -1,672	-4%	-$44K	0.21%	62
2022 Q2	$1.28M	Buy	47,148 +44,673	+1,805%	+$1.35M	0.26%	62
2022 Q1	$78.6K	Buy	+2,475	New	+$79.2K	0.01%	119

Other funds holding IDV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Heck Capital Advisors's IDV Position: Q1 2025 in Review

Heck Capital Advisors sold out of iShares International Select Dividend ETF (IDV) in Q1 2025, closing a stake of 37 shares — an estimated $1.01K sold.

Heck Capital Advisors first reported a position in IDV in Q1 2022 and held it in 6 quarters. The position peaked at $1.28M in Q2 2022. 454 funds tracked by Wall St. Rank hold IDV as of Q1 2025.

Heck Capital Advisors reported no remaining iShares International Select Dividend ETF position as of Q1 2025 after selling out during the quarter.
Heck Capital Advisors sold 37 iShares International Select Dividend ETF shares in Q1 2025, an estimated $1.01K.
Heck Capital Advisors first reported a position in iShares International Select Dividend ETF in Q1 2022 and held it in 6 quarters.
Heck Capital Advisors's iShares International Select Dividend ETF position peaked at $1.28M in Q2 2022.
454 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.