SFC
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Strategic Financial Concepts’s iShares International Select Dividend ETF IDV Stock Holding History

Strategic Financial Concepts’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
Q2 		– Sell
-8,207
Closed -$226K – 259
2023
Q1 		$226K Buy
+8,207
New +$231K 0.09% 196

Other funds holding IDV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return

Strategic Financial Concepts's IDV Position: Q2 2023 in Review

Strategic Financial Concepts sold out of iShares International Select Dividend ETF (IDV) in Q2 2023, closing a stake of 8,207 shares — an estimated $226K sold.

Strategic Financial Concepts first reported a position in IDV in Q1 2023 and held it in 1 quarter. The position peaked at $226K in Q1 2023. 447 funds tracked by Wall St. Rank hold IDV as of Q2 2023.

  • Strategic Financial Concepts reported no remaining iShares International Select Dividend ETF position as of Q2 2023 after selling out during the quarter.
  • Strategic Financial Concepts sold 8,207 iShares International Select Dividend ETF shares in Q2 2023, an estimated $226K.
  • Strategic Financial Concepts first reported a position in iShares International Select Dividend ETF in Q1 2023 and held it in 1 quarter.
  • Strategic Financial Concepts's iShares International Select Dividend ETF position peaked at $226K in Q1 2023.
  • 447 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2023.

Based on Strategic Financial Concepts's 13F filing for Q2 2023, filed 7 Sep 2023.