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

Burt 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
Q4 		– Sell
-819
Closed -$20K – 401
2020
Q3 		$20K Buy
+819
New +$21.2K 0.01% 241

Other funds holding IDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Burt Wealth Advisors's IDV Position: Q4 2020 in Review

Burt Wealth Advisors sold out of iShares International Select Dividend ETF (IDV) in Q4 2020, closing a stake of 819 shares — an estimated $20K sold.

Burt Wealth Advisors first reported a position in IDV in Q3 2020 and held it in 1 quarter. The position peaked at $20K in Q3 2020. 390 funds tracked by Wall St. Rank hold IDV as of Q4 2020.

  • Burt Wealth Advisors reported no remaining iShares International Select Dividend ETF position as of Q4 2020 after selling out during the quarter.
  • Burt Wealth Advisors sold 819 iShares International Select Dividend ETF shares in Q4 2020, an estimated $20K.
  • Burt Wealth Advisors first reported a position in iShares International Select Dividend ETF in Q3 2020 and held it in 1 quarter.
  • Burt Wealth Advisors's iShares International Select Dividend ETF position peaked at $20K in Q3 2020.
  • 390 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q4 2020.

Based on Burt Wealth Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.