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

Sage Mountain 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
2022 Q3	–	Sell	-19,225	Closed	-$522K	–	391
2022 Q2	$522K	Hold	19,225	–	–	0.09%	209
2022 Q1	$611K	Buy	19,225 +1,645	+9%	+$52.6K	0.1%	222
2021 Q4	$548K	Hold	17,580	–	–	0.07%	282
2021 Q3	$535K	Buy	17,580 +470	+3%	+$15.1K	0.08%	242
2021 Q2	$554K	Buy	+17,110	New	+$564K	0.09%	212

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

RFC

Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return

Sage Mountain Advisors's IDV Position: Q3 2022 in Review

Sage Mountain Advisors sold out of iShares International Select Dividend ETF (IDV) in Q3 2022, closing a stake of 19,225 shares — an estimated $522K sold.

Sage Mountain Advisors first reported a position in IDV in Q2 2021 and held it in 5 quarters. The position peaked at $611K in Q1 2022. 416 funds tracked by Wall St. Rank hold IDV as of Q3 2022.

Sage Mountain Advisors reported no remaining iShares International Select Dividend ETF position as of Q3 2022 after selling out during the quarter.
Sage Mountain Advisors sold 19,225 iShares International Select Dividend ETF shares in Q3 2022, an estimated $522K.
Sage Mountain Advisors first reported a position in iShares International Select Dividend ETF in Q2 2021 and held it in 5 quarters.
Sage Mountain Advisors's iShares International Select Dividend ETF position peaked at $611K in Q1 2022.
416 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q3 2022.

Based on Sage Mountain Advisors's 13F filing for Q3 2022, filed 31 Oct 2022.