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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
$1.37T AUM
24.88%
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
$431B AUM
30.22%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
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
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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