Oarsman Capital’s iShares International Select Dividend ETF IDV Stock Holding History

Oarsman Capital’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	-427	Closed	-$11.7K	–	521
2024 Q4	$11.7K	Hold	427	–	–	﹤0.01%	676
2024 Q3	$12.9K	Buy	+427	New	+$12.4K	﹤0.01%	666
2015 Q3	–	Sell	-11,220	Closed	-$363K	–	188
2015 Q2	$363K	Sell	11,220 -7,577	-40%	-$261K	0.25%	122
2015 Q1	$632K	Buy	18,797 +60	+0.3%	+$2.06K	0.44%	78
2014 Q4	$631K	Sell	18,737 -235	-1%	-$8.24K	0.45%	75
2014 Q3	$679K	Buy	18,972 +320	+2%	+$12.3K	0.5%	76
2014 Q2	$744K	Buy	18,652 +242	+1%	+$9.64K	0.54%	65
2014 Q1	$711K	Sell	18,410 -615	-3%	-$23.2K	0.55%	68
2013 Q4	$722K	Sell	19,025 -150	-0.8%	-$5.6K	0.58%	62
2013 Q3	$695K	Buy	19,175 +175	+0.9%	+$6.04K	0.61%	64
2013 Q2	$605K	Buy	+19,000	New	+$655K	0.57%	66

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

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

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

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Oarsman Capital's IDV Position: Q1 2025 in Review

Oarsman Capital sold out of iShares International Select Dividend ETF (IDV) in Q1 2025, closing a stake of 427 shares — an estimated $11.7K sold.

Oarsman Capital first reported a position in IDV in Q2 2013 and held it in 11 quarters. The position peaked at $744K in Q2 2014. 452 funds tracked by Wall St. Rank hold IDV as of Q1 2025.

Oarsman Capital reported no remaining iShares International Select Dividend ETF position as of Q1 2025 after selling out during the quarter.
Oarsman Capital sold 427 iShares International Select Dividend ETF shares in Q1 2025, an estimated $11.7K.
Oarsman Capital first reported a position in iShares International Select Dividend ETF in Q2 2013 and held it in 11 quarters.
Oarsman Capital's iShares International Select Dividend ETF position peaked at $744K in Q2 2014.
452 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2025.

Based on Oarsman Capital's 13F filing for Q1 2025, filed 14 May 2025.