Simplicity Solutions’s iShares International Select Dividend ETF IDV Stock Holding History

Simplicity Solutions’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 Q4	$370K	Sell	13,220 -40	-0.3%	-$1.04K	0.01%	764
2023 Q3	$337K	Buy	13,260 +409	+3%	+$10.8K	0.01%	727
2023 Q2	$338K	Buy	12,851 +3,719	+41%	+$101K	0.01%	784
2023 Q1	$251K	Buy	+9,132	New	+$257K	0.01%	920
2021 Q1	–	Sell	-12,260	Closed	-$361K	–	718
2020 Q4	$361K	Sell	12,260 -23	-0.2%	-$629	0.01%	750
2020 Q3	$306K	Sell	12,283 -79	-0.6%	-$2.05K	0.01%	718
2020 Q2	$311K	Buy	+12,362	New	+$297K	0.01%	724
2019 Q3	–	Sell	-7,209	Closed	-$221K	–	742
2019 Q2	$221K	Sell	7,209 -5,792	-45%	-$180K	0.01%	601
2019 Q1	$401K	Buy	13,001 +3,641	+39%	+$112K	0.02%	460
2018 Q4	$269K	Buy	+9,360	New	+$287K	0.03%	479

Other funds holding IDV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Simplicity Solutions's IDV Position: Q4 2023 in Review

Simplicity Solutions reduced its iShares International Select Dividend ETF (IDV) stake by 0.3% in Q4 2023, selling an estimated $1.04K and leaving 13,220 shares worth $370K. The position accounts for 0.01% of the portfolio, ranked #764.

Simplicity Solutions first reported a position in IDV in Q4 2018 and has held it in 10 quarters since. The position peaked at $401K in Q1 2019. 450 funds tracked by Wall St. Rank hold IDV as of Q4 2023.

Simplicity Solutions held 13,220 shares of iShares International Select Dividend ETF worth $370K as of Q4 2023.
Simplicity Solutions sold 40 iShares International Select Dividend ETF shares in Q4 2023, an estimated $1.04K.
iShares International Select Dividend ETF made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #764 holding.
Simplicity Solutions first reported a position in iShares International Select Dividend ETF in Q4 2018 and has held it in 10 quarters since.
Simplicity Solutions's iShares International Select Dividend ETF position peaked at $401K in Q1 2019.
450 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.