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

NEIRG Wealth Management’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 Q2	–	Sell	-6,445	Closed	-$205K	–	145
2022 Q1	$205K	Buy	6,445 +7	+0.1%	+$224	0.04%	132
2021 Q4	$201K	Buy	+6,438	New	+$199K	0.04%	124

Other funds holding IDV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RFC

Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return

NEIRG Wealth Management's IDV Position: Q2 2022 in Review

NEIRG Wealth Management sold out of iShares International Select Dividend ETF (IDV) in Q2 2022, closing a stake of 6,445 shares — an estimated $205K sold.

NEIRG Wealth Management first reported a position in IDV in Q4 2021 and held it in 2 quarters. The position peaked at $205K in Q1 2022. 440 funds tracked by Wall St. Rank hold IDV as of Q2 2022.

NEIRG Wealth Management reported no remaining iShares International Select Dividend ETF position as of Q2 2022 after selling out during the quarter.
NEIRG Wealth Management sold 6,445 iShares International Select Dividend ETF shares in Q2 2022, an estimated $205K.
NEIRG Wealth Management first reported a position in iShares International Select Dividend ETF in Q4 2021 and held it in 2 quarters.
NEIRG Wealth Management's iShares International Select Dividend ETF position peaked at $205K in Q1 2022.
440 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2022.

Based on NEIRG Wealth Management's 13F filing for Q2 2022, filed 4 Aug 2022.