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

KerberRose 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 Q2	$416K	Buy	+15,326	New	+$462K	0.34%	59

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

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

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

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

RFC

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

KerberRose Wealth Management's IDV Position: Q2 2022 in Review

KerberRose Wealth Management opened a new position in iShares International Select Dividend ETF (IDV) in Q2 2022: 15,326 shares worth $416K. The stake represents 0.34% of the portfolio and ranks #59 among its holdings.

440 funds tracked by Wall St. Rank hold IDV as of Q2 2022.

KerberRose Wealth Management held 15,326 shares of iShares International Select Dividend ETF worth $416K as of Q2 2022.
iShares International Select Dividend ETF was a new KerberRose Wealth Management position in Q2 2022.
iShares International Select Dividend ETF made up 0.34% of KerberRose Wealth Management's portfolio in Q2 2022, its #59 holding.
440 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2022.

Based on KerberRose Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.