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

Libra 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
2022
Q4 		– Sell
-9,076
Closed -$226K – 49
2022
Q3 		$226K Buy
+9,076
New +$239K 0.15% 41

Other funds holding IDV

AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return

Libra Wealth's IDV Position: Q4 2022 in Review

Libra Wealth sold out of iShares International Select Dividend ETF (IDV) in Q4 2022, closing a stake of 9,076 shares — an estimated $226K sold.

Libra Wealth first reported a position in IDV in Q3 2022 and held it in 1 quarter. The position peaked at $226K in Q3 2022. 435 funds tracked by Wall St. Rank hold IDV as of Q4 2022.

  • Libra Wealth reported no remaining iShares International Select Dividend ETF position as of Q4 2022 after selling out during the quarter.
  • Libra Wealth sold 9,076 iShares International Select Dividend ETF shares in Q4 2022, an estimated $226K.
  • Libra Wealth first reported a position in iShares International Select Dividend ETF in Q3 2022 and held it in 1 quarter.
  • Libra Wealth's iShares International Select Dividend ETF position peaked at $226K in Q3 2022.
  • 435 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q4 2022.

Based on Libra Wealth's 13F filing for Q4 2022, filed 31 Jan 2023.