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

IHT 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
2022 Q3	–	Sell	-20,652	Closed	-$561K	–	889
2022 Q2	$561K	Buy	20,652 +428	+2%	+$12.9K	0.05%	362
2022 Q1	$642K	Buy	20,224 +1,128	+6%	+$36.1K	0.05%	347
2021 Q4	$595K	Buy	19,096 +1,779	+10%	+$55K	0.04%	386
2021 Q3	$527K	Sell	17,317 -1,131	-6%	-$36.3K	0.04%	412
2021 Q2	$598K	Buy	+18,448	New	+$608K	0.04%	471
2018 Q2	–	Sell	-5,590	Closed	-$182K	–	858
2018 Q1	$182K	Buy	5,590 +101	+2%	+$3.44K	0.05%	360
2017 Q4	$190K	Buy	5,489 +3,489	+174%	+$117K	0.05%	361
2017 Q3	$67K	Buy	2,000 +132	+7%	+$4.41K	0.03%	440
2017 Q2	$617K	Buy	1,868 +15	+0.8%	+$486	0.3%	83
2017 Q1	$58K	Buy	1,853 +8	+0.4%	+$247	0.04%	385
2016 Q4	$55K	Buy	+1,845	New	+$53.9K	0.04%	377

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

RFC

Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return

IHT Wealth Management's IDV Position: Q3 2022 in Review

IHT Wealth Management sold out of iShares International Select Dividend ETF (IDV) in Q3 2022, closing a stake of 20,652 shares — an estimated $561K sold.

IHT Wealth Management first reported a position in IDV in Q4 2016 and held it in 11 quarters. The position peaked at $642K in Q1 2022. 416 funds tracked by Wall St. Rank hold IDV as of Q3 2022.

IHT Wealth Management reported no remaining iShares International Select Dividend ETF position as of Q3 2022 after selling out during the quarter.
IHT Wealth Management sold 20,652 iShares International Select Dividend ETF shares in Q3 2022, an estimated $561K.
IHT Wealth Management first reported a position in iShares International Select Dividend ETF in Q4 2016 and held it in 11 quarters.
IHT Wealth Management's iShares International Select Dividend ETF position peaked at $642K in Q1 2022.
416 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q3 2022.

Based on IHT Wealth Management's 13F filing for Q3 2022, filed 22 Nov 2022.