Tru Independence Asset Management 2’s iShares International Select Dividend ETF IDV Stock Holding History

Tru Independence Asset Management 2’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
2021 Q4	–	Sell	-30,204	Closed	-$919K	–	136
2021 Q3	$919K	Sell	30,204 -161,370	-84%	-$5.18M	0.65%	30
2021 Q2	$6.21M	Buy	191,574 +156,640	+448%	+$5.16M	4.24%	4
2021 Q1	$1.1M	Buy	34,934 +6,797	+24%	+$211K	0.87%	30
2020 Q4	$829K	Buy	+28,137	New	+$769K	0.7%	36

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Tru Independence Asset Management 2's IDV Position: Q4 2021 in Review

Tru Independence Asset Management 2 sold out of iShares International Select Dividend ETF (IDV) in Q4 2021, closing a stake of 30,204 shares — an estimated $919K sold.

Tru Independence Asset Management 2 first reported a position in IDV in Q4 2020 and held it in 4 quarters. The position peaked at $6.21M in Q2 2021. 446 funds tracked by Wall St. Rank hold IDV as of Q4 2021.

Tru Independence Asset Management 2 reported no remaining iShares International Select Dividend ETF position as of Q4 2021 after selling out during the quarter.
Tru Independence Asset Management 2 sold 30,204 iShares International Select Dividend ETF shares in Q4 2021, an estimated $919K.
Tru Independence Asset Management 2 first reported a position in iShares International Select Dividend ETF in Q4 2020 and held it in 4 quarters.
Tru Independence Asset Management 2's iShares International Select Dividend ETF position peaked at $6.21M in Q2 2021.
446 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q4 2021.

Based on Tru Independence Asset Management 2's 13F filing for Q4 2021, filed 20 Jan 2022.