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

Sandy Cove 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
Q4 		– Sell
-7,130
Closed -$216K – 127
2024
Q3 		$216K Buy
+7,130
New +$208K 0.09% 116
2024
Q1 		– Sell
-16,292
Closed -$456K – 125
2023
Q4 		$456K Buy
+16,292
New +$425K 0.23% 68
2022
Q2 		– Sell
-252
Closed -$8K – 219
2022
Q1 		$8K Buy
+252
New +$8.06K 0.01% 332

Other funds holding IDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sandy Cove Advisors's IDV Position: Q4 2024 in Review

Sandy Cove Advisors sold out of iShares International Select Dividend ETF (IDV) in Q4 2024, closing a stake of 7,130 shares — an estimated $216K sold.

Sandy Cove Advisors first reported a position in IDV in Q1 2022 and held it in 3 quarters. The position peaked at $456K in Q4 2023. 455 funds tracked by Wall St. Rank hold IDV as of Q4 2024.

  • Sandy Cove Advisors reported no remaining iShares International Select Dividend ETF position as of Q4 2024 after selling out during the quarter.
  • Sandy Cove Advisors sold 7,130 iShares International Select Dividend ETF shares in Q4 2024, an estimated $216K.
  • Sandy Cove Advisors first reported a position in iShares International Select Dividend ETF in Q1 2022 and held it in 3 quarters.
  • Sandy Cove Advisors's iShares International Select Dividend ETF position peaked at $456K in Q4 2023.
  • 455 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q4 2024.

Based on Sandy Cove Advisors's 13F filing for Q4 2024, filed 15 Jan 2025.