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IDV icon

Unionview LLC’s iShares International Select Dividend ETF IDV Stock Holding History

Unionview LLC’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
2022
Q4 		– Sell
-10,523
Closed -$237K – 79
2022
Q3 		$237K Sell
10,523
-5,799
-36% -$153K 0.27% 64
2022
Q2 		$443K Buy
16,322
+5
+0% +$151 0.49% 42
2022
Q1 		$518K Sell
16,317
-1,232
-7% -$39.4K 0.48% 42
2021
Q4 		$547K Buy
+17,549
New +$543K 0.51% 39

Other funds holding IDV

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return

Unionview LLC's IDV Position: Q4 2022 in Review

Unionview LLC sold out of iShares International Select Dividend ETF (IDV) in Q4 2022, closing a stake of 10,523 shares — an estimated $237K sold.

Unionview LLC first reported a position in IDV in Q4 2021 and held it in 4 quarters. The position peaked at $547K in Q4 2021. 434 funds tracked by Wall St. Rank hold IDV as of Q4 2022.

  • Unionview LLC reported no remaining iShares International Select Dividend ETF position as of Q4 2022 after selling out during the quarter.
  • Unionview LLC sold 10,523 iShares International Select Dividend ETF shares in Q4 2022, an estimated $237K.
  • Unionview LLC first reported a position in iShares International Select Dividend ETF in Q4 2021 and held it in 4 quarters.
  • Unionview LLC's iShares International Select Dividend ETF position peaked at $547K in Q4 2021.
  • 434 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q4 2022.

Based on Unionview LLC's 13F filing for Q4 2022, filed 9 Feb 2023.