Running Point Capital Advisors’s iShares International Select Dividend ETF IDV Stock Holding History

Running Point Capital 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
2023 Q1	–	Sell	-6,613	Closed	-$180K	–	173
2022 Q4	$180K	Hold	6,613	–	–	0.11%	109
2022 Q3	$149K	Hold	6,613	–	–	0.1%	104
2022 Q2	$180K	Hold	6,613	–	–	0.12%	96
2022 Q1	$210K	Buy	+6,613	New	+$212K	0.12%	92

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

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

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

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

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

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

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

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

Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return

Running Point Capital Advisors's IDV Position: Q1 2023 in Review

Running Point Capital Advisors sold out of iShares International Select Dividend ETF (IDV) in Q1 2023, closing a stake of 6,613 shares — an estimated $180K sold.

Running Point Capital Advisors first reported a position in IDV in Q1 2022 and held it in 4 quarters. The position peaked at $210K in Q1 2022. 448 funds tracked by Wall St. Rank hold IDV as of Q1 2023.

Running Point Capital Advisors reported no remaining iShares International Select Dividend ETF position as of Q1 2023 after selling out during the quarter.
Running Point Capital Advisors sold 6,613 iShares International Select Dividend ETF shares in Q1 2023, an estimated $180K.
Running Point Capital Advisors first reported a position in iShares International Select Dividend ETF in Q1 2022 and held it in 4 quarters.
Running Point Capital Advisors's iShares International Select Dividend ETF position peaked at $210K in Q1 2022.
448 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2023.

Based on Running Point Capital Advisors's 13F filing for Q1 2023, filed 10 May 2023.