Selective Wealth Management’s iShares International Select Dividend ETF IDV Stock Holding History

Selective Wealth Management’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 Q4	–	Sell	-107	Closed	-$2K	–	395
2022 Q3	$2K	Sell	107 -625	-85%	-$16.5K	﹤0.01%	672
2022 Q2	$20K	Buy	732 +107	+17%	+$3.22K	0.01%	464
2022 Q1	$20K	Hold	625	–	–	0.01%	447
2021 Q4	$19K	Hold	625	–	–	0.01%	416
2021 Q3	$19K	Buy	+625	New	+$20.1K	0.01%	364

Other funds holding IDV

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return

Selective Wealth Management's IDV Position: Q4 2022 in Review

Selective Wealth Management sold out of iShares International Select Dividend ETF (IDV) in Q4 2022, closing a stake of 107 shares — an estimated $2K sold.

Selective Wealth Management first reported a position in IDV in Q3 2021 and held it in 5 quarters. The position peaked at $20K in Q2 2022. 434 funds tracked by Wall St. Rank hold IDV as of Q4 2022.

Selective Wealth Management reported no remaining iShares International Select Dividend ETF position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 107 iShares International Select Dividend ETF shares in Q4 2022, an estimated $2K.
Selective Wealth Management first reported a position in iShares International Select Dividend ETF in Q3 2021 and held it in 5 quarters.
Selective Wealth Management's iShares International Select Dividend ETF position peaked at $20K in Q2 2022.
434 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.