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

Sugarloaf 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
2024 Q4	$34.9K	Hold	1,273	–	–	0.01%	338
2024 Q3	$38.5K	Hold	1,273	–	–	0.01%	336
2024 Q2	$35.2K	Hold	1,273	–	–	0.01%	329
2024 Q1	$35.7K	Sell	1,273 -788	-38%	-$21.8K	0.01%	330
2023 Q4	$57.7K	Sell	2,061 -16,490	-89%	-$430K	0.01%	273
2023 Q3	$471K	Hold	18,551	–	–	0.12%	82
2023 Q2	$488K	Hold	18,551	–	–	0.11%	81
2023 Q1	$510K	Sell	18,551 -547	-3%	-$15.4K	0.13%	78
2022 Q4	$519K	Sell	19,098 -319	-2%	-$8.09K	0.13%	72
2022 Q3	$438K	Hold	19,417	–	–	0.11%	82
2022 Q2	$527K	Hold	19,417	–	–	0.13%	72
2022 Q1	$617K	Hold	19,417	–	–	0.15%	61
2021 Q4	$605K	Sell	19,417 -273	-1%	-$8.44K	0.14%	62
2021 Q3	$599K	Hold	19,690	–	–	0.16%	60
2021 Q2	$638K	Buy	19,690 +18,394	+1,419%	+$606K	0.17%	58
2021 Q1	$619	Sell	1,296 -18,365	-93%	-$571K	0.18%	59
2020 Q4	$579K	Buy	19,661 +8	+0%	+$219	0.19%	61
2020 Q3	$490K	Buy	19,653 +13	+0.1%	+$337	0.18%	66
2020 Q2	$493K	Buy	19,640 +12	+0.1%	+$288	0.19%	67
2020 Q1	$444K	Buy	19,628 +36	+0.2%	+$1.09K	0.2%	64
2019 Q4	$658K	Buy	+19,592	New	+$629K	0.28%	65

Other funds holding IDV

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Sugarloaf Wealth Management's IDV Position: Q4 2024 in Review

Sugarloaf Wealth Management held its iShares International Select Dividend ETF (IDV) position steady in Q4 2024 at 1,273 shares worth $34.9K. The position accounts for 0.01% of the portfolio, ranked #338.

Sugarloaf Wealth Management first reported a position in IDV in Q4 2019 and has held it in 21 quarters since. The position peaked at $658K in Q4 2019. 455 funds tracked by Wall St. Rank hold IDV as of Q4 2024.

Sugarloaf Wealth Management held 1,273 shares of iShares International Select Dividend ETF worth $34.9K as of Q4 2024.
Sugarloaf Wealth Management left its iShares International Select Dividend ETF share count unchanged in Q4 2024.
iShares International Select Dividend ETF made up 0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #338 holding.
Sugarloaf Wealth Management first reported a position in iShares International Select Dividend ETF in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's iShares International Select Dividend ETF position peaked at $658K in Q4 2019.
455 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.