1834 Investment Advisors’s iShares International Select Dividend ETF IDV Stock Holding History

1834 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
2020 Q3	–	Sell	-787	Closed	-$20K	–	440
2020 Q2	$20K	Buy	+787	New	+$18.9K	﹤0.01%	286
2018 Q2	–	Sell	-100	Closed	-$3K	–	438
2018 Q1	$3K	Hold	100	–	–	﹤0.01%	421
2017 Q4	$3K	Buy	+100	New	+$3.35K	﹤0.01%	433
2015 Q3	–	Sell	-22,760	Closed	-$736K	–	199
2015 Q2	$736K	Sell	22,760 -2,650	-10%	-$91.2K	0.2%	91
2015 Q1	$855K	Sell	25,410 -250	-1%	-$8.59K	0.23%	90
2014 Q4	$864K	Sell	25,660 -400	-2%	-$14K	0.24%	89
2014 Q3	$933K	Buy	26,060 +150	+0.6%	+$5.77K	0.26%	82
2014 Q2	$1.03M	Buy	25,910 +429	+2%	+$17.1K	0.28%	84
2014 Q1	$985K	Sell	25,481 -2,196	-8%	-$82.8K	0.29%	79
2013 Q4	$1.05M	Buy	27,677 +3	+0%	+$112	0.31%	77
2013 Q3	$1M	Sell	27,674 -499	-2%	-$17.2K	0.33%	72
2013 Q2	$897K	Buy	+28,173	New	+$971K	0.31%	74

Other funds holding IDV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

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

1834 Investment Advisors's IDV Position: Q3 2020 in Review

1834 Investment Advisors sold out of iShares International Select Dividend ETF (IDV) in Q3 2020, closing a stake of 787 shares — an estimated $20K sold.

1834 Investment Advisors first reported a position in IDV in Q2 2013 and held it in 12 quarters. The position peaked at $1.05M in Q4 2013. 358 funds tracked by Wall St. Rank hold IDV as of Q3 2020.

1834 Investment Advisors reported no remaining iShares International Select Dividend ETF position as of Q3 2020 after selling out during the quarter.
1834 Investment Advisors sold 787 iShares International Select Dividend ETF shares in Q3 2020, an estimated $20K.
1834 Investment Advisors first reported a position in iShares International Select Dividend ETF in Q2 2013 and held it in 12 quarters.
1834 Investment Advisors's iShares International Select Dividend ETF position peaked at $1.05M in Q4 2013.
358 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q3 2020.

Based on 1834 Investment Advisors's 13F filing for Q3 2020, filed 16 Nov 2020.