BDO Wealth Advisors’s iShares International Select Dividend ETF IDV Stock Holding History

BDO Wealth 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
2021 Q2	–	Sell	-1,017	Closed	-$32K	–	1153
2021 Q1	$32K	Hold	1,017	–	–	﹤0.01%	524
2020 Q4	$30K	Hold	1,017	–	–	﹤0.01%	410
2020 Q3	$25K	Sell	1,017 -783	-44%	-$20.3K	﹤0.01%	397
2020 Q2	$45K	Sell	1,800 -169,932	-99%	-$4.09M	0.01%	338
2020 Q1	$3.88M	Buy	+171,732	New	+$5.18M	0.78%	26
2018 Q2	–	Sell	-3,637	Closed	-$120K	–	663
2018 Q1	$120K	Buy	+3,637	New	+$124K	0.05%	167
2017 Q3	–	Sell	-363	Closed	-$12K	–	487
2017 Q2	$12K	Buy	+363	New	+$11.8K	0.01%	351

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

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

BDO Wealth Advisors's IDV Position: Q2 2021 in Review

BDO Wealth Advisors sold out of iShares International Select Dividend ETF (IDV) in Q2 2021, closing a stake of 1,017 shares — an estimated $32K sold.

BDO Wealth Advisors first reported a position in IDV in Q2 2017 and held it in 7 quarters. The position peaked at $3.88M in Q1 2020. 421 funds tracked by Wall St. Rank hold IDV as of Q2 2021.

BDO Wealth Advisors reported no remaining iShares International Select Dividend ETF position as of Q2 2021 after selling out during the quarter.
BDO Wealth Advisors sold 1,017 iShares International Select Dividend ETF shares in Q2 2021, an estimated $32K.
BDO Wealth Advisors first reported a position in iShares International Select Dividend ETF in Q2 2017 and held it in 7 quarters.
BDO Wealth Advisors's iShares International Select Dividend ETF position peaked at $3.88M in Q1 2020.
421 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2021.

Based on BDO Wealth Advisors's 13F filing for Q2 2021, filed 3 Sep 2021.