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

Jamison Private 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
2023
Q4 		– Sell
-227
Closed -$5.77K – 403
2023
Q3 		$5.77K Buy
+227
New +$6.01K ﹤0.01% 318

Other funds holding IDV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jamison Private Wealth Management's IDV Position: Q4 2023 in Review

Jamison Private Wealth Management sold out of iShares International Select Dividend ETF (IDV) in Q4 2023, closing a stake of 227 shares — an estimated $5.77K sold.

Jamison Private Wealth Management first reported a position in IDV in Q3 2023 and held it in 1 quarter. The position peaked at $5.77K in Q3 2023. 450 funds tracked by Wall St. Rank hold IDV as of Q4 2023.

  • Jamison Private Wealth Management reported no remaining iShares International Select Dividend ETF position as of Q4 2023 after selling out during the quarter.
  • Jamison Private Wealth Management sold 227 iShares International Select Dividend ETF shares in Q4 2023, an estimated $5.77K.
  • Jamison Private Wealth Management first reported a position in iShares International Select Dividend ETF in Q3 2023 and held it in 1 quarter.
  • Jamison Private Wealth Management's iShares International Select Dividend ETF position peaked at $5.77K in Q3 2023.
  • 450 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q4 2023.

Based on Jamison Private Wealth Management's 13F filing for Q4 2023, filed 17 Jan 2024.