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

BlueSky 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
2020 Q1	–	Sell	-17,756	Closed	-$598K	–	55
2019 Q4	$598K	Sell	17,756 -268	-1%	-$8.61K	0.2%	43
2019 Q3	$540K	Sell	18,024 -435	-2%	-$13.1K	0.19%	45
2019 Q2	$567K	Sell	18,459 -160	-0.9%	-$4.96K	0.2%	43
2019 Q1	$583K	Buy	18,619 +211	+1%	+$6.51K	0.21%	41
2018 Q4	$556K	Buy	18,408 +3,293	+22%	+$101K	0.22%	42
2018 Q3	$480K	Buy	15,115 +710	+5%	+$23.2K	0.18%	38
2018 Q2	$462K	Buy	14,405 +197	+1%	+$6.59K	0.18%	41
2018 Q1	$469K	Sell	14,208 -23	-0.2%	-$783	0.18%	40
2017 Q4	$481K	Buy	14,231 +522	+4%	+$17.5K	0.2%	40
2017 Q3	$463K	Sell	13,709 -36	-0.3%	-$1.2K	0.2%	40
2017 Q2	$450K	Sell	13,745 -63	-0.5%	-$2.04K	0.21%	40
2017 Q1	$434K	Sell	13,808 -469	-3%	-$14.5K	0.21%	40
2016 Q4	$422K	Buy	+14,277	New	+$417K	0.21%	42

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

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 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

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

MGIA

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

BlueSky Wealth Advisors's IDV Position: Q1 2020 in Review

BlueSky Wealth Advisors sold out of iShares International Select Dividend ETF (IDV) in Q1 2020, closing a stake of 17,756 shares — an estimated $598K sold.

BlueSky Wealth Advisors first reported a position in IDV in Q4 2016 and held it in 13 quarters. The position peaked at $598K in Q4 2019. 394 funds tracked by Wall St. Rank hold IDV as of Q1 2020.

BlueSky Wealth Advisors reported no remaining iShares International Select Dividend ETF position as of Q1 2020 after selling out during the quarter.
BlueSky Wealth Advisors sold 17,756 iShares International Select Dividend ETF shares in Q1 2020, an estimated $598K.
BlueSky Wealth Advisors first reported a position in iShares International Select Dividend ETF in Q4 2016 and held it in 13 quarters.
BlueSky Wealth Advisors's iShares International Select Dividend ETF position peaked at $598K in Q4 2019.
394 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2020.

Based on BlueSky Wealth Advisors's 13F filing for Q1 2020, filed 21 Apr 2020.