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

Kalos 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 Q2	–	Sell	-235	Closed	-$6.46K	–	242
2023 Q1	$6.46K	Buy	+235	New	+$6.62K	0.01%	256
2015 Q4	–	Hold	0	–	–	–	430

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 22.96% 1-Year Est. Return

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

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

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

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

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

Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return

Kalos Management's IDV Position: Q2 2023 in Review

Kalos Management sold out of iShares International Select Dividend ETF (IDV) in Q2 2023, closing a stake of 235 shares — an estimated $6.46K sold.

Kalos Management first reported a position in IDV in Q1 2023 and held it in 1 quarter. The position peaked at $6.46K in Q1 2023. 447 funds tracked by Wall St. Rank hold IDV as of Q2 2023.

Kalos Management reported no remaining iShares International Select Dividend ETF position as of Q2 2023 after selling out during the quarter.
Kalos Management sold 235 iShares International Select Dividend ETF shares in Q2 2023, an estimated $6.46K.
Kalos Management first reported a position in iShares International Select Dividend ETF in Q1 2023 and held it in 1 quarter.
Kalos Management's iShares International Select Dividend ETF position peaked at $6.46K in Q1 2023.
447 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2023.

Based on Kalos Management's 13F filing for Q2 2023, filed 9 Aug 2023.