Advocacy Wealth Management Services’s iShares International Select Dividend ETF IDV Stock Holding History

Advocacy Wealth Management Services’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 Q3	–	Sell	-2,496	Closed	-$68K	–	137
2022 Q2	$68K	Sell	2,496 -400	-14%	-$12K	0.01%	44
2022 Q1	$93K	Buy	2,896 +250	+9%	+$8K	0.02%	38
2021 Q4	$83K	Hold	2,646	–	–	0.01%	45
2021 Q3	$80K	Hold	2,646	–	–	0.01%	48
2021 Q2	$86K	Buy	2,646 +2,471	+1,412%	+$81.4K	0.02%	52
2021 Q1	$6K	Hold	175	–	–	﹤0.01%	128
2020 Q4	$5K	Buy	+175	New	+$4.78K	﹤0.01%	130
2019 Q4	–	Sell	-115,394	Closed	-$3.55M	–	148
2019 Q3	$3.55M	Buy	115,394 +10,612	+10%	+$320K	2.37%	15
2019 Q2	$3.22M	Buy	104,782 +57,389	+121%	+$1.78M	2.33%	14
2019 Q1	$1.48M	Buy	+47,393	New	+$1.46M	1.61%	16
2018 Q2	–	Sell	-280	Closed	-$9K	–	183
2018 Q1	$9K	Hold	280	–	–	0.01%	147
2017 Q4	$9K	Hold	280	–	–	0.01%	165
2017 Q3	$9K	Hold	280	–	–	﹤0.01%	205
2017 Q2	$9K	Hold	280	–	–	﹤0.01%	197
2017 Q1	$9K	Sell	280 -21	-7%	-$647	﹤0.01%	218
2016 Q4	$9K	Hold	301	–	–	﹤0.01%	211
2016 Q3	$9K	Hold	301	–	–	﹤0.01%	273
2016 Q2	$9K	Sell	301 -14	-4%	-$407	﹤0.01%	302
2016 Q1	$9K	Buy	+315	New	+$8.67K	0.01%	365

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

RFC

Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return

Advocacy Wealth Management Services's IDV Position: Q3 2022 in Review

Advocacy Wealth Management Services sold out of iShares International Select Dividend ETF (IDV) in Q3 2022, closing a stake of 2,496 shares — an estimated $68K sold.

Advocacy Wealth Management Services first reported a position in IDV in Q1 2016 and held it in 19 quarters. The position peaked at $3.55M in Q3 2019. 416 funds tracked by Wall St. Rank hold IDV as of Q3 2022.

Advocacy Wealth Management Services reported no remaining iShares International Select Dividend ETF position as of Q3 2022 after selling out during the quarter.
Advocacy Wealth Management Services sold 2,496 iShares International Select Dividend ETF shares in Q3 2022, an estimated $68K.
Advocacy Wealth Management Services first reported a position in iShares International Select Dividend ETF in Q1 2016 and held it in 19 quarters.
Advocacy Wealth Management Services's iShares International Select Dividend ETF position peaked at $3.55M in Q3 2019.
416 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q3 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q3 2022, filed 6 Oct 2022.