ICA Group Wealth Management’s iShares International Select Dividend ETF IDV Stock Holding History

ICA Group Wealth 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
2024 Q2	–	Sell	-58	Closed	-$1.63K	–	1023
2024 Q1	$1.63K	Sell	58 -1	-2%	-$28	﹤0.01%	1200
2023 Q4	$1.65K	Buy	+59	New	+$1.54K	﹤0.01%	1196
2023 Q3	–	Sell	-47	Closed	-$1.24K	–	678
2023 Q2	$1.24K	Buy	+47	New	+$1.28K	﹤0.01%	1179
2023 Q1	–	Sell	-64	Closed	-$1.74K	–	1322
2022 Q4	$1.74K	Buy	+64	New	+$1.62K	﹤0.01%	1126
2022 Q3	–	Sell	-8,824	Closed	-$242K	–	376
2022 Q2	$242K	Hold	8,824	–	–	0.05%	323
2022 Q1	$278K	Buy	+8,824	New	+$282K	0.05%	297

Other funds holding IDV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ICA Group Wealth Management's IDV Position: Q2 2024 in Review

ICA Group Wealth Management sold out of iShares International Select Dividend ETF (IDV) in Q2 2024, closing a stake of 58 shares — an estimated $1.63K sold.

ICA Group Wealth Management first reported a position in IDV in Q1 2022 and held it in 6 quarters. The position peaked at $278K in Q1 2022. 427 funds tracked by Wall St. Rank hold IDV as of Q2 2024.

ICA Group Wealth Management reported no remaining iShares International Select Dividend ETF position as of Q2 2024 after selling out during the quarter.
ICA Group Wealth Management sold 58 iShares International Select Dividend ETF shares in Q2 2024, an estimated $1.63K.
ICA Group Wealth Management first reported a position in iShares International Select Dividend ETF in Q1 2022 and held it in 6 quarters.
ICA Group Wealth Management's iShares International Select Dividend ETF position peaked at $278K in Q1 2022.
427 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.