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Marshall & Sullivan’s iShares International Select Dividend ETF IDV Stock Holding History

Marshall & Sullivan’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
Q3 		– Sell
-70
Closed -$1K – 58
2022
Q2 		$1K Buy
+70
New +$2.11K ﹤0.01% 89

Other funds holding IDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return

Marshall & Sullivan's IDV Position: Q3 2022 in Review

Marshall & Sullivan sold out of iShares International Select Dividend ETF (IDV) in Q3 2022, closing a stake of 70 shares — an estimated $1K sold.

Marshall & Sullivan first reported a position in IDV in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 416 funds tracked by Wall St. Rank hold IDV as of Q3 2022.

  • Marshall & Sullivan reported no remaining iShares International Select Dividend ETF position as of Q3 2022 after selling out during the quarter.
  • Marshall & Sullivan sold 70 iShares International Select Dividend ETF shares in Q3 2022, an estimated $1K.
  • Marshall & Sullivan first reported a position in iShares International Select Dividend ETF in Q2 2022 and held it in 1 quarter.
  • Marshall & Sullivan's iShares International Select Dividend ETF position peaked at $1K in Q2 2022.
  • 416 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q3 2022.

Based on Marshall & Sullivan's 13F filing for Q3 2022, filed 28 Oct 2022.