Trust Company of Vermont’s iShares International Select Dividend ETF IDV Stock Holding History

Trust Company of Vermont’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
2025 Q1	–	Sell	-400	Closed	-$11K	–	1065
2024 Q4	$11K	Hold	400	–	–	﹤0.01%	761
2024 Q3	$12.1K	Hold	400	–	–	﹤0.01%	730
2024 Q2	$11.1K	Hold	400	–	–	﹤0.01%	683
2024 Q1	$11.2K	Hold	400	–	–	﹤0.01%	679
2023 Q4	$11.2K	Hold	400	–	–	﹤0.01%	605
2023 Q3	$10.2K	Hold	400	–	–	﹤0.01%	650
2023 Q2	$10.5K	Hold	400	–	–	﹤0.01%	665
2023 Q1	$11K	Sell	400 -320	-44%	-$9.01K	﹤0.01%	694
2022 Q4	$19.6K	Sell	720 -996	-58%	-$25.3K	﹤0.01%	586
2022 Q3	$39K	Buy	1,716 +306	+22%	+$8.06K	﹤0.01%	522
2022 Q2	$38K	Buy	+1,410	New	+$42.5K	﹤0.01%	506
2022 Q1	–	Sell	-1,410	Closed	-$44K	–	514
2021 Q4	$44K	Buy	+1,410	New	+$43.6K	﹤0.01%	501
2021 Q3	–	Sell	-983	Closed	-$32K	–	499
2021 Q2	$32K	Buy	983 +888	+935%	+$29.3K	﹤0.01%	521
2021 Q1	$3K	Buy	+95	New	+$2.95K	﹤0.01%	701
2020 Q2	–	Sell	-1,400	Closed	-$32K	–	806
2020 Q1	$32K	Hold	1,400	–	–	﹤0.01%	498
2019 Q4	$47K	Hold	1,400	–	–	﹤0.01%	487
2019 Q3	$43K	Sell	1,400 -585	-29%	-$17.7K	﹤0.01%	507
2019 Q2	$61K	Buy	1,985 +585	+42%	+$18.1K	0.01%	454
2019 Q1	$43K	Hold	1,400	–	–	﹤0.01%	495
2018 Q4	$40K	Hold	1,400	–	–	﹤0.01%	494
2018 Q3	$46K	Sell	1,400 -815	-37%	-$26.7K	﹤0.01%	531
2018 Q2	$71K	Buy	2,215 +815	+58%	+$27.3K	0.01%	465
2018 Q1	$46K	Hold	1,400	–	–	﹤0.01%	514
2017 Q4	$47K	Hold	1,400	–	–	﹤0.01%	518
2017 Q3	$47K	Hold	1,400	–	–	﹤0.01%	503
2017 Q2	$46K	Hold	1,400	–	–	﹤0.01%	517
2017 Q1	$44K	Hold	1,400	–	–	﹤0.01%	498
2016 Q4	$41K	Hold	1,400	–	–	﹤0.01%	499
2016 Q3	$42K	Hold	1,400	–	–	0.01%	453
2016 Q2	$40K	Hold	1,400	–	–	0.01%	414
2016 Q1	$41K	Hold	1,400	–	–	0.01%	413
2015 Q4	$40K	Sell	1,400 -353	-20%	-$10.4K	0.01%	420
2015 Q3	$49K	Hold	1,753	–	–	0.01%	399
2015 Q2	$57K	Buy	1,753 +353	+25%	+$12.2K	0.01%	388
2015 Q1	$47K	Hold	1,400	–	–	0.01%	401
2014 Q4	$47K	Hold	1,400	–	–	0.01%	405
2014 Q3	$50K	Hold	1,400	–	–	0.01%	394
2014 Q2	$56K	Hold	1,400	–	–	0.01%	362
2014 Q1	$54K	Hold	1,400	–	–	0.01%	358
2013 Q4	$53K	Buy	1,400 +1,150	+460%	+$42.9K	0.01%	349
2013 Q3	$9K	Buy	+250	New	+$8.63K	﹤0.01%	589

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 $424B AUM 22.96% 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

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

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

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

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

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

Trust Company of Vermont's IDV Position: Q1 2025 in Review

Trust Company of Vermont sold out of iShares International Select Dividend ETF (IDV) in Q1 2025, closing a stake of 400 shares — an estimated $11K sold.

Trust Company of Vermont first reported a position in IDV in Q3 2013 and held it in 41 quarters. The position peaked at $71K in Q2 2018. 452 funds tracked by Wall St. Rank hold IDV as of Q1 2025.

Trust Company of Vermont reported no remaining iShares International Select Dividend ETF position as of Q1 2025 after selling out during the quarter.
Trust Company of Vermont sold 400 iShares International Select Dividend ETF shares in Q1 2025, an estimated $11K.
Trust Company of Vermont first reported a position in iShares International Select Dividend ETF in Q3 2013 and held it in 41 quarters.
Trust Company of Vermont's iShares International Select Dividend ETF position peaked at $71K in Q2 2018.
452 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2025.

Based on Trust Company of Vermont's 13F filing for Q1 2025, filed 24 Apr 2025.