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Wealth Quarterback’s iShares International Select Dividend ETF IDV Stock Holding History

Wealth Quarterback’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
Q3 		$11K Buy
349
+8
+2% +$257 0.01% 451
2021
Q2 		$12K Buy
+341
New +$11.2K 0.01% 438
2020
Q2 		– Sell
-4,009
Closed -$90.6K – 406
2020
Q1 		$90.6K Sell
4,009
-809
-17% -$24.4K 0.08% 155
2019
Q4 		$162K Buy
+4,818
New +$155K 0.14% 122

Other funds holding IDV

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wealth Quarterback's IDV Position: Q3 2021 in Review

Wealth Quarterback increased its iShares International Select Dividend ETF (IDV) stake by 2.3% in Q3 2021, buying an estimated $257 and bringing the position to 349 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #451.

Wealth Quarterback first reported a position in IDV in Q4 2019 and has held it in 4 quarters since. The position peaked at $162K in Q4 2019. 413 funds tracked by Wall St. Rank hold IDV as of Q3 2021.

  • Wealth Quarterback held 349 shares of iShares International Select Dividend ETF worth $11K as of Q3 2021.
  • Wealth Quarterback bought 8 iShares International Select Dividend ETF shares in Q3 2021, an estimated $257.
  • iShares International Select Dividend ETF made up 0.01% of Wealth Quarterback's portfolio in Q3 2021, its #451 holding.
  • Wealth Quarterback first reported a position in iShares International Select Dividend ETF in Q4 2019 and has held it in 4 quarters since.
  • Wealth Quarterback's iShares International Select Dividend ETF position peaked at $162K in Q4 2019.
  • 413 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.