Tiedemann Advisors’s iShares International Select Dividend ETF IDV Stock Holding History

Tiedemann Advisors’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 Q3	$1.92M	Hold	73,953	–	–	0.08%	75
2023 Q2	$1.95M	Buy	+73,953	New	+$2.02M	0.08%	76
2022 Q2	–	Sell	-7,073	Closed	-$225K	–	266
2022 Q1	$225K	Hold	7,073	–	–	0.01%	261
2021 Q4	$221K	Hold	7,073	–	–	0.01%	263
2021 Q3	$215K	Sell	7,073 -7,452	-51%	-$239K	0.01%	275
2021 Q2	$470K	Hold	14,525	–	–	0.02%	237
2021 Q1	$458K	Hold	14,525	–	–	0.02%	221
2020 Q4	$428K	Hold	14,525	–	–	0.02%	219
2020 Q3	$362K	Sell	14,525 -379	-3%	-$9.83K	0.02%	246
2020 Q2	$374K	Hold	14,904	–	–	0.02%	232
2020 Q1	$337K	Sell	14,904 -2,450	-14%	-$73.9K	0.02%	228
2019 Q4	$582K	Buy	17,354 +2,450	+16%	+$78.7K	0.03%	200
2019 Q3	$458K	Sell	14,904 -6,264	-30%	-$189K	0.02%	225
2019 Q2	$650K	Buy	21,168 +6,264	+42%	+$194K	0.03%	186
2019 Q1	$460K	Hold	14,904	–	–	0.02%	309
2018 Q4	$428K	Sell	14,904 -9,911	-40%	-$304K	0.02%	307
2018 Q3	$819K	Hold	24,815	–	–	0.05%	188
2018 Q2	$796K	Buy	24,815 +17,363	+233%	+$581K	0.05%	190
2018 Q1	$246K	Buy	+7,452	New	+$254K	0.02%	242

Other funds holding IDV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Tiedemann Advisors's IDV Position: Q3 2023 in Review

Tiedemann Advisors held its iShares International Select Dividend ETF (IDV) position steady in Q3 2023 at 73,953 shares worth $1.92M. The position accounts for 0.08% of the portfolio, ranked #75.

Tiedemann Advisors first reported a position in IDV in Q1 2018 and has held it in 19 quarters since. The position peaked at $1.95M in Q2 2023. 432 funds tracked by Wall St. Rank hold IDV as of Q3 2023.

Tiedemann Advisors held 73,953 shares of iShares International Select Dividend ETF worth $1.92M as of Q3 2023.
Tiedemann Advisors left its iShares International Select Dividend ETF share count unchanged in Q3 2023.
iShares International Select Dividend ETF made up 0.08% of Tiedemann Advisors's portfolio in Q3 2023, its #75 holding.
Tiedemann Advisors first reported a position in iShares International Select Dividend ETF in Q1 2018 and has held it in 19 quarters since.
Tiedemann Advisors's iShares International Select Dividend ETF position peaked at $1.95M in Q2 2023.
432 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.