McKinley Carter Wealth Services’s iShares International Select Dividend ETF IDV Stock Holding History

McKinley Carter Wealth Services’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	-7,347	Closed	-$206K	–	305
2023 Q4	$206K	Sell	7,347 -2,813	-28%	-$73.4K	0.02%	294
2023 Q3	$258K	Sell	10,160 -176,812	-95%	-$4.69M	0.02%	257
2023 Q2	$4.92M	Sell	186,972 -31,956	-15%	-$872K	0.37%	56
2023 Q1	$6.02M	Sell	218,928 -382	-0.2%	-$10.8K	0.47%	48
2022 Q4	$5.96M	Buy	219,310 +28,758	+15%	+$729K	0.5%	46
2022 Q3	$4.29M	Buy	190,552 +16,488	+9%	+$434K	0.4%	55
2022 Q2	$4.73M	Buy	174,064 +25,682	+17%	+$773K	0.42%	51
2022 Q1	$4.71M	Buy	148,382 +10,954	+8%	+$351K	0.37%	57
2021 Q4	$4.29M	Buy	137,428 +4,777	+4%	+$148K	0.32%	66
2021 Q3	$4.04M	Buy	132,651 +6,285	+5%	+$202K	0.33%	66
2021 Q2	$4.09M	Buy	126,366 +3,879	+3%	+$128K	0.34%	64
2021 Q1	$3.85M	Buy	+122,487	New	+$3.81M	0.33%	69

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

McKinley Carter Wealth Services's IDV Position: Q1 2024 in Review

McKinley Carter Wealth Services sold out of iShares International Select Dividend ETF (IDV) in Q1 2024, closing a stake of 7,347 shares — an estimated $206K sold.

McKinley Carter Wealth Services first reported a position in IDV in Q1 2021 and held it in 12 quarters. The position peaked at $6.02M in Q1 2023. 441 funds tracked by Wall St. Rank hold IDV as of Q1 2024.

McKinley Carter Wealth Services reported no remaining iShares International Select Dividend ETF position as of Q1 2024 after selling out during the quarter.
McKinley Carter Wealth Services sold 7,347 iShares International Select Dividend ETF shares in Q1 2024, an estimated $206K.
McKinley Carter Wealth Services first reported a position in iShares International Select Dividend ETF in Q1 2021 and held it in 12 quarters.
McKinley Carter Wealth Services's iShares International Select Dividend ETF position peaked at $6.02M in Q1 2023.
441 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2024.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2024, filed 26 Apr 2024.