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Scharf Investments’s Invesco S&P International Developed Quality ETF IDHQ Stock Holding History

Scharf Investments’s Portfolio IDHQ Stock Details IDHQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-9,836
Closed -$245K – 60
2024
Q1 		$245K Hold
9,836
– – 0.01% 53
2023
Q4 		$246K Buy
+9,836
New +$263K 0.01% 53

Other funds holding IDHQ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CWM
Cedar Wealth Management Walnut Creek, California $344M AUM 18.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return

Scharf Investments's IDHQ Position: Q2 2024 in Review

Scharf Investments sold out of Invesco S&P International Developed Quality ETF (IDHQ) in Q2 2024, closing a stake of 9,836 shares — an estimated $245K sold.

Scharf Investments first reported a position in IDHQ in Q4 2023 and held it in 2 quarters. The position peaked at $246K in Q4 2023. 79 funds tracked by Wall St. Rank hold IDHQ as of Q2 2024.

  • Scharf Investments reported no remaining Invesco S&P International Developed Quality ETF position as of Q2 2024 after selling out during the quarter.
  • Scharf Investments sold 9,836 Invesco S&P International Developed Quality ETF shares in Q2 2024, an estimated $245K.
  • Scharf Investments first reported a position in Invesco S&P International Developed Quality ETF in Q4 2023 and held it in 2 quarters.
  • Scharf Investments's Invesco S&P International Developed Quality ETF position peaked at $246K in Q4 2023.
  • 79 funds tracked by Wall St. Rank held Invesco S&P International Developed Quality ETF as of Q2 2024.

Based on Scharf Investments's 13F filing for Q2 2024, filed 23 Jul 2024.