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

Parisi Gray 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
2021 Q3	–	Sell	-2,412	Closed	-$78K	–	316
2021 Q2	$78K	Buy	+2,412	New	+$79.5K	0.03%	248
2019 Q2	–	Sell	-2,105	Closed	-$65K	–	258
2019 Q1	$65K	Hold	2,105	–	–	0.04%	183
2018 Q4	$60K	Hold	2,105	–	–	0.04%	179
2018 Q3	$69K	Sell	2,105 -198	-9%	-$6.48K	0.04%	182
2018 Q2	$76K	Hold	2,303	–	–	0.05%	175
2018 Q1	$76K	Hold	2,303	–	–	0.06%	164
2017 Q4	$79K	Buy	+2,303	New	+$77.2K	0.06%	159

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

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

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

Parisi Gray Wealth Management's IDV Position: Q3 2021 in Review

Parisi Gray Wealth Management sold out of iShares International Select Dividend ETF (IDV) in Q3 2021, closing a stake of 2,412 shares — an estimated $78K sold.

Parisi Gray Wealth Management first reported a position in IDV in Q4 2017 and held it in 7 quarters. The position peaked at $79K in Q4 2017. 413 funds tracked by Wall St. Rank hold IDV as of Q3 2021.

Parisi Gray Wealth Management reported no remaining iShares International Select Dividend ETF position as of Q3 2021 after selling out during the quarter.
Parisi Gray Wealth Management sold 2,412 iShares International Select Dividend ETF shares in Q3 2021, an estimated $78K.
Parisi Gray Wealth Management first reported a position in iShares International Select Dividend ETF in Q4 2017 and held it in 7 quarters.
Parisi Gray Wealth Management's iShares International Select Dividend ETF position peaked at $79K in Q4 2017.
413 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q3 2021.

Based on Parisi Gray Wealth Management's 13F filing for Q3 2021, filed 16 Nov 2021.