LSPW
IDV icon

Lake Street Private Wealth’s iShares International Select Dividend ETF IDV Stock Holding History

Lake Street Private Wealth’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
Q1 		– Sell
-13,517
Closed -$378K – 322
2023
Q4 		$378K Sell
13,517
-731
-5% -$19.1K 0.06% 234
2023
Q3 		$364K Sell
14,248
-45
-0.3% -$1.19K 0.07% 207
2023
Q2 		$376K Buy
14,293
+731
+5% +$19.9K 0.07% 206
2023
Q1 		$373K Hold
13,562
– – 0.07% 207
2022
Q4 		$368K Buy
+13,562
New +$344K 0.08% 205
2022
Q3 		– Sell
-9,764
Closed -$265K – 296
2022
Q2 		$265K Sell
9,764
-820
-8% -$24.7K 0.06% 243
2022
Q1 		$336K Buy
10,584
+3,151
+42% +$101K 0.06% 234
2021
Q4 		$232K Buy
+7,433
New +$230K 0.04% 295

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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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return