Rise Advisors’s iShares International Select Dividend ETF IDV Stock Holding History

Rise 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 Q1	–	Sell	-706	Closed	-$19.8K	–	1278
2023 Q4	$19.8K	Buy	706 +23	+3%	+$600	0.01%	252
2023 Q3	$17.3K	Sell	683 -80	-10%	-$2.12K	0.01%	254
2023 Q2	$20.1K	Buy	763 +20	+3%	+$546	0.02%	238
2023 Q1	$20.4K	Buy	743 +6	+0.8%	+$169	0.02%	252
2022 Q4	$20K	Buy	737 +10	+1%	+$254	0.02%	250
2022 Q3	$16K	Buy	727 +19	+3%	+$500	0.01%	275
2022 Q2	$19K	Buy	708 +16	+2%	+$482	0.02%	243
2022 Q1	$22K	Buy	692 +8	+1%	+$256	0.02%	229
2021 Q4	$21.3K	Buy	+684	New	+$21.2K	0.02%	241

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

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

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

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

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

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

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

Rise Advisors's IDV Position: Q1 2024 in Review

Rise Advisors sold out of iShares International Select Dividend ETF (IDV) in Q1 2024, closing a stake of 706 shares — an estimated $19.8K sold.

Rise Advisors first reported a position in IDV in Q4 2021 and held it in 9 quarters. The position peaked at $22K in Q1 2022. 441 funds tracked by Wall St. Rank hold IDV as of Q1 2024.

Rise Advisors reported no remaining iShares International Select Dividend ETF position as of Q1 2024 after selling out during the quarter.
Rise Advisors sold 706 iShares International Select Dividend ETF shares in Q1 2024, an estimated $19.8K.
Rise Advisors first reported a position in iShares International Select Dividend ETF in Q4 2021 and held it in 9 quarters.
Rise Advisors's iShares International Select Dividend ETF position peaked at $22K in Q1 2022.
441 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2024.

Based on Rise Advisors's 13F filing for Q1 2024, filed 9 Apr 2024.