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Heritage Wealth Management (Arizona)’s iShares International Select Dividend ETF IDV Stock Holding History

Heritage Wealth Management (Arizona)’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
Q4 		$6.84K Buy
+252
New +$6.39K ﹤0.01% 830

Other funds holding IDV

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s IDV Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) opened a new position in iShares International Select Dividend ETF (IDV) in Q4 2022: 252 shares worth $6.84K. The stake represents ﹤0.01% of the portfolio and ranks #830 among its holdings.

434 funds tracked by Wall St. Rank hold IDV as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 252 shares of iShares International Select Dividend ETF worth $6.84K as of Q4 2022.
  • iShares International Select Dividend ETF was a new Heritage Wealth Management (Arizona) position in Q4 2022.
  • iShares International Select Dividend ETF made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #830 holding.
  • 434 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.