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Steward Partners Investment Solutions’s iShares International Select Dividend ETF IDV Stock Holding History

Steward Partners Investment 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
2024
Q1 		$446K Buy
15,903
+104
+0.7% +$2.87K 0.08% 168
2023
Q4 		$442K Buy
+15,799
New +$412K 0.18% 96

Other funds holding IDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Steward Partners Investment Solutions's IDV Position: Q1 2024 in Review

Steward Partners Investment Solutions increased its iShares International Select Dividend ETF (IDV) stake by 0.66% in Q1 2024, buying an estimated $2.87K and bringing the position to 15,903 shares worth $446K. The position accounts for 0.08% of the portfolio, ranked #168.

Steward Partners Investment Solutions first reported a position in IDV in Q4 2023 and has held it in 2 quarters since. 440 funds tracked by Wall St. Rank hold IDV as of Q1 2024.

  • Steward Partners Investment Solutions held 15,903 shares of iShares International Select Dividend ETF worth $446K as of Q1 2024.
  • Steward Partners Investment Solutions bought 104 iShares International Select Dividend ETF shares in Q1 2024, an estimated $2.87K.
  • iShares International Select Dividend ETF made up 0.08% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #168 holding.
  • Steward Partners Investment Solutions first reported a position in iShares International Select Dividend ETF in Q4 2023 and has held it in 2 quarters since.
  • 440 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.