Patriot Investment Management Group’s iShares International Select Dividend ETF IDV Stock Holding History

Patriot Investment Management Group’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
2023 Q1	–	Sell	-4,928	Closed	-$144K	–	296
2022 Q4	$144K	Buy	+4,928	New	+$125K	0.01%	260
2020 Q3	–	Sell	-4,374	Closed	-$110K	–	401
2020 Q2	$110K	Buy	+4,374	New	+$105K	0.01%	255
2019 Q2	–	Sell	-29,651	Closed	-$915K	–	215
2019 Q1	$915K	Buy	+29,651	New	+$914K	0.13%	102

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

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

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

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

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

Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return

Patriot Investment Management Group's IDV Position: Q1 2023 in Review

Patriot Investment Management Group sold out of iShares International Select Dividend ETF (IDV) in Q1 2023, closing a stake of 4,928 shares — an estimated $144K sold.

Patriot Investment Management Group first reported a position in IDV in Q1 2019 and held it in 3 quarters. The position peaked at $915K in Q1 2019. 446 funds tracked by Wall St. Rank hold IDV as of Q1 2023.

Patriot Investment Management Group reported no remaining iShares International Select Dividend ETF position as of Q1 2023 after selling out during the quarter.
Patriot Investment Management Group sold 4,928 iShares International Select Dividend ETF shares in Q1 2023, an estimated $144K.
Patriot Investment Management Group first reported a position in iShares International Select Dividend ETF in Q1 2019 and held it in 3 quarters.
Patriot Investment Management Group's iShares International Select Dividend ETF position peaked at $915K in Q1 2019.
446 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2023.

Based on Patriot Investment Management Group's 13F filing for Q1 2023, filed 19 Apr 2023.