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Pacific Capital Wealth Advisors’s iShares International Select Dividend ETF IDV Stock Holding History

Pacific Capital Wealth Advisors’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
Q3 		– Sell
-11
Closed -$304 – 548
2024
Q2 		$304 Buy
+11
New +$313 ﹤0.01% 484

Other funds holding IDV

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Morgan Stanley
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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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Pacific Capital Wealth Advisors's IDV Position: Q3 2024 in Review

Pacific Capital Wealth Advisors sold out of iShares International Select Dividend ETF (IDV) in Q3 2024, closing a stake of 11 shares — an estimated $304 sold.

Pacific Capital Wealth Advisors first reported a position in IDV in Q2 2024 and held it in 1 quarter. The position peaked at $304 in Q2 2024. 443 funds tracked by Wall St. Rank hold IDV as of Q3 2024.

  • Pacific Capital Wealth Advisors reported no remaining iShares International Select Dividend ETF position as of Q3 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 11 iShares International Select Dividend ETF shares in Q3 2024, an estimated $304.
  • Pacific Capital Wealth Advisors first reported a position in iShares International Select Dividend ETF in Q2 2024 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's iShares International Select Dividend ETF position peaked at $304 in Q2 2024.
  • 443 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q3 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.