Peoples Bank (Ohio)’s iShares International Select Dividend ETF IDV Stock Holding History

Peoples Bank (Ohio)’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 Q3	–	Sell	-14,598	Closed	-$384K	–	115
2023 Q2	$384K	Hold	14,598	–	–	0.24%	70
2023 Q1	$401K	Buy	+14,598	New	+$411K	0.26%	67
2022 Q3	–	Sell	-7,639	Closed	-$207K	–	119
2022 Q2	$207K	Buy	7,639 +226	+3%	+$6.81K	0.13%	125
2022 Q1	$235K	Buy	7,413 +366	+5%	+$11.7K	0.12%	127
2021 Q4	$220K	Hold	7,047	–	–	0.11%	124
2021 Q3	$214K	Hold	7,047	–	–	0.11%	116
2021 Q2	$228K	Buy	+7,047	New	+$232K	0.12%	110

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

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

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Peoples Bank (Ohio)'s IDV Position: Q3 2023 in Review

Peoples Bank (Ohio) sold out of iShares International Select Dividend ETF (IDV) in Q3 2023, closing a stake of 14,598 shares — an estimated $384K sold.

Peoples Bank (Ohio) first reported a position in IDV in Q2 2021 and held it in 7 quarters. The position peaked at $401K in Q1 2023. 432 funds tracked by Wall St. Rank hold IDV as of Q3 2023.

Peoples Bank (Ohio) reported no remaining iShares International Select Dividend ETF position as of Q3 2023 after selling out during the quarter.
Peoples Bank (Ohio) sold 14,598 iShares International Select Dividend ETF shares in Q3 2023, an estimated $384K.
Peoples Bank (Ohio) first reported a position in iShares International Select Dividend ETF in Q2 2021 and held it in 7 quarters.
Peoples Bank (Ohio)'s iShares International Select Dividend ETF position peaked at $401K in Q1 2023.
432 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q3 2023.

Based on Peoples Bank (Ohio)'s 13F filing for Q3 2023, filed 26 Oct 2023.