High Net Worth Advisory Group’s iShares International Select Dividend ETF IDV Stock Holding History

High Net Worth Advisory Group’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 Q4	–	Sell	-7,105	Closed	-$215K	–	223
2024 Q3	$215K	Buy	+7,105	New	+$207K	0.06%	210
2023 Q1	–	Sell	-7,105	Closed	-$193K	–	369
2022 Q4	$193K	Hold	7,105	–	–	0.08%	188
2022 Q3	$160K	Hold	7,105	–	–	0.07%	203
2022 Q2	$193K	Hold	7,105	–	–	0.08%	188
2022 Q1	$226K	Hold	7,105	–	–	0.08%	173
2021 Q4	$222K	Buy	+7,105	New	+$220K	0.08%	182

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 22.9% 1-Year Est. Return

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

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

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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

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

High Net Worth Advisory Group's IDV Position: Q4 2024 in Review

High Net Worth Advisory Group sold out of iShares International Select Dividend ETF (IDV) in Q4 2024, closing a stake of 7,105 shares — an estimated $215K sold.

High Net Worth Advisory Group first reported a position in IDV in Q4 2021 and held it in 6 quarters. The position peaked at $226K in Q1 2022. 458 funds tracked by Wall St. Rank hold IDV as of Q4 2024.

High Net Worth Advisory Group reported no remaining iShares International Select Dividend ETF position as of Q4 2024 after selling out during the quarter.
High Net Worth Advisory Group sold 7,105 iShares International Select Dividend ETF shares in Q4 2024, an estimated $215K.
High Net Worth Advisory Group first reported a position in iShares International Select Dividend ETF in Q4 2021 and held it in 6 quarters.
High Net Worth Advisory Group's iShares International Select Dividend ETF position peaked at $226K in Q1 2022.
458 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q4 2024.

Based on High Net Worth Advisory Group's 13F filing for Q4 2024, filed 21 Jan 2025.