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

Aries Wealth Management’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
2019 Q3	–	Sell	-6,587	Closed	-$205K	–	163
2019 Q2	$205K	Hold	6,587	–	–	0.14%	145
2019 Q1	$203K	Buy	+6,587	New	+$203K	0.15%	145
2018 Q4	–	Sell	-6,587	Closed	-$215K	–	119
2018 Q3	$215K	Hold	6,587	–	–	0.19%	117
2018 Q2	$220K	Sell	6,587 -135	-2%	-$4.52K	0.2%	118
2018 Q1	$227K	Hold	6,722	–	–	0.22%	106
2017 Q4	$236K	Buy	+6,722	New	+$225K	0.22%	104

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

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

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

MGIA

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

BlackRock New York $6.73T AUM 46.02% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Aries Wealth Management's IDV Position: Q3 2019 in Review

Aries Wealth Management sold out of iShares International Select Dividend ETF (IDV) in Q3 2019, closing a stake of 6,587 shares — an estimated $205K sold.

Aries Wealth Management first reported a position in IDV in Q4 2017 and held it in 6 quarters. The position peaked at $236K in Q4 2017. 377 funds tracked by Wall St. Rank hold IDV as of Q3 2019.

Aries Wealth Management reported no remaining iShares International Select Dividend ETF position as of Q3 2019 after selling out during the quarter.
Aries Wealth Management sold 6,587 iShares International Select Dividend ETF shares in Q3 2019, an estimated $205K.
Aries Wealth Management first reported a position in iShares International Select Dividend ETF in Q4 2017 and held it in 6 quarters.
Aries Wealth Management's iShares International Select Dividend ETF position peaked at $236K in Q4 2017.
377 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q3 2019.

Based on Aries Wealth Management's 13F filing for Q3 2019, filed 22 Oct 2019.