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Wetzel Investment Advisors’s iShares International Select Dividend ETF IDV Stock Holding History

Wetzel Investment 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
2024
Q3 		– Sell
-130,730
Closed -$3.67M – 473
2024
Q2 		$3.67M Buy
130,730
+183
+0.1% +$5.2K 2.1% 11
2024
Q1 		$3.55M Buy
130,547
+1,140
+0.9% +$31.5K 2.09% 10
2023
Q4 		$3.62M Buy
+129,407
New +$3.37M 2.22% 9

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wetzel Investment Advisors's IDV Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of iShares International Select Dividend ETF (IDV) in Q3 2024, closing a stake of 130,730 shares — an estimated $3.67M sold.

Wetzel Investment Advisors first reported a position in IDV in Q4 2023 and held it in 3 quarters. The position peaked at $3.67M in Q2 2024. 443 funds tracked by Wall St. Rank hold IDV as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining iShares International Select Dividend ETF position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 130,730 iShares International Select Dividend ETF shares in Q3 2024, an estimated $3.67M.
  • Wetzel Investment Advisors first reported a position in iShares International Select Dividend ETF in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's iShares International Select Dividend ETF position peaked at $3.67M in Q2 2024.
  • 443 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.