Retirement Group’s iShares International Select Dividend ETF IDV Stock Holding History

Retirement 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
2024 Q1	$9.22K	Sell	329 -77	-19%	-$2.13K	﹤0.01%	486
2023 Q4	$11.4K	Hold	406	–	–	﹤0.01%	424
2023 Q3	$10.3K	Buy	406 +40	+11%	+$1.06K	﹤0.01%	407
2023 Q2	$9.64K	Buy	+366	New	+$9.99K	﹤0.01%	417
2022 Q1	–	Sell	-300	Closed	-$9K	–	780
2021 Q4	$9K	Hold	300	–	–	﹤0.01%	458
2021 Q3	$9K	Hold	300	–	–	﹤0.01%	386
2021 Q2	$10K	Hold	300	–	–	﹤0.01%	411
2021 Q1	$9K	Hold	300	–	–	﹤0.01%	483
2020 Q4	$8K	Hold	300	–	–	﹤0.01%	450
2020 Q3	$7K	Hold	300	–	–	﹤0.01%	446
2020 Q2	$8K	Buy	+300	New	+$7.21K	0.01%	406
2019 Q4	$168K	Buy	+5,010	New	+$161K	0.11%	124

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 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

Retirement Group's IDV Position: Q1 2024 in Review

Retirement Group reduced its iShares International Select Dividend ETF (IDV) stake by 19% in Q1 2024, selling an estimated $2.13K and leaving 329 shares worth $9.22K. The position accounts for ﹤0.01% of the portfolio, ranked #486.

Retirement Group first reported a position in IDV in Q4 2019 and has held it in 12 quarters since. The position peaked at $168K in Q4 2019. 440 funds tracked by Wall St. Rank hold IDV as of Q1 2024.

Retirement Group held 329 shares of iShares International Select Dividend ETF worth $9.22K as of Q1 2024.
Retirement Group sold 77 iShares International Select Dividend ETF shares in Q1 2024, an estimated $2.13K.
iShares International Select Dividend ETF made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #486 holding.
Retirement Group first reported a position in iShares International Select Dividend ETF in Q4 2019 and has held it in 12 quarters since.
Retirement Group's iShares International Select Dividend ETF position peaked at $168K in Q4 2019.
440 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.