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MJP Associates’s iShares International Select Dividend ETF IDV Stock Holding History

MJP Associates’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
2025
Q1 		– Sell
-7,404
Closed -$203K – 240
2024
Q4 		$203K Buy
7,404
+21
+0.3% +$601 0.04% 223
2024
Q3 		$223K Sell
7,383
-362
-5% -$10.5K 0.04% 193
2024
Q2 		$214K Sell
7,745
-1,857
-19% -$52.8K 0.04% 217
2024
Q1 		$269K Hold
9,602
– – 0.06% 185
2023
Q4 		$269K Buy
+9,602
New +$250K 0.07% 139
2022
Q3 		– Sell
-8,471
Closed -$230K – 136
2022
Q2 		$230K Sell
8,471
-6,909
-45% -$208K 0.06% 114
2022
Q1 		$488K Sell
15,380
-71,728
-82% -$2.3M 0.12% 76
2021
Q4 		$2.74M Buy
87,108
+5,469
+7% +$169K 0.81% 24
2021
Q3 		$2.48M Buy
81,639
+6,339
+8% +$204K 0.84% 24
2021
Q2 		$2.44M Sell
75,300
-2,816
-4% -$92.8K 0.82% 27
2021
Q1 		$2.46M Sell
78,116
-15,815
-17% -$491K 1% 23
2020
Q4 		$2.77M Buy
+93,931
New +$2.57M 1.17% 22

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

MJP Associates's IDV Position: Q1 2025 in Review

MJP Associates sold out of iShares International Select Dividend ETF (IDV) in Q1 2025, closing a stake of 7,404 shares — an estimated $203K sold.

MJP Associates first reported a position in IDV in Q4 2020 and held it in 12 quarters. The position peaked at $2.77M in Q4 2020. 452 funds tracked by Wall St. Rank hold IDV as of Q1 2025.

  • MJP Associates reported no remaining iShares International Select Dividend ETF position as of Q1 2025 after selling out during the quarter.
  • MJP Associates sold 7,404 iShares International Select Dividend ETF shares in Q1 2025, an estimated $203K.
  • MJP Associates first reported a position in iShares International Select Dividend ETF in Q4 2020 and held it in 12 quarters.
  • MJP Associates's iShares International Select Dividend ETF position peaked at $2.77M in Q4 2020.
  • 452 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2025.

Based on MJP Associates's 13F filing for Q1 2025, filed 30 Apr 2025.