Asset Planning Services (Pennsylvania)’s iShares International Select Dividend ETF IDV Stock Holding History

Asset Planning Services (Pennsylvania)’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 Q2	–	Sell	-1,448	Closed	-$45K	–	267
2019 Q1	$45K	Sell	1,448 -1,447	-50%	-$44.6K	0.02%	137
2018 Q4	$83K	Hold	2,895	–	–	0.04%	102
2018 Q3	$92K	Hold	2,895	–	–	0.04%	99
2018 Q2	$93K	Hold	2,895	–	–	0.05%	97
2018 Q1	$96K	Hold	2,895	–	–	0.05%	97
2017 Q4	$98K	Hold	2,895	–	–	0.05%	105
2017 Q3	$98K	Hold	2,895	–	–	0.05%	108
2017 Q2	$95K	Hold	2,895	–	–	0.06%	106
2017 Q1	$91K	Buy	+2,895	New	+$89.2K	0.06%	113
2016 Q4	–	Sell	-2,895	Closed	-$87K	–	281
2016 Q3	$87K	Hold	2,895	–	–	0.07%	99
2016 Q2	$83K	Hold	2,895	–	–	0.07%	110
2016 Q1	$84K	Hold	2,895	–	–	0.08%	112
2015 Q4	$83K	Hold	2,895	–	–	0.08%	89
2015 Q3	$81K	Hold	2,895	–	–	0.08%	84
2015 Q2	$94K	Buy	+2,895	New	+$99.7K	0.09%	82

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

Asset Planning Services (Pennsylvania)'s IDV Position: Q2 2019 in Review

Asset Planning Services (Pennsylvania) sold out of iShares International Select Dividend ETF (IDV) in Q2 2019, closing a stake of 1,448 shares — an estimated $45K sold.

Asset Planning Services (Pennsylvania) first reported a position in IDV in Q2 2015 and held it in 15 quarters. The position peaked at $98K in Q4 2017. 373 funds tracked by Wall St. Rank hold IDV as of Q2 2019.

Asset Planning Services (Pennsylvania) reported no remaining iShares International Select Dividend ETF position as of Q2 2019 after selling out during the quarter.
Asset Planning Services (Pennsylvania) sold 1,448 iShares International Select Dividend ETF shares in Q2 2019, an estimated $45K.
Asset Planning Services (Pennsylvania) first reported a position in iShares International Select Dividend ETF in Q2 2015 and held it in 15 quarters.
Asset Planning Services (Pennsylvania)'s iShares International Select Dividend ETF position peaked at $98K in Q4 2017.
373 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2019.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q2 2019, filed 17 Jul 2019.