Certified Advisory Corp’s iShares International Select Dividend ETF IDV Stock Holding History

Certified Advisory Corp’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	-2,100	Closed	-$66K	–	449
2021 Q1	$66K	Buy	+2,100	New	+$65.2K	0.02%	310
2020 Q2	$164K	Buy	6,539 +8	+0.1%	+$192	0.05%	191
2020 Q1	$148K	Buy	6,531 +24	+0.4%	+$724	0.06%	183
2019 Q4	$218K	Buy	6,507 +7	+0.1%	+$225	0.07%	180
2019 Q3	$200K	Sell	6,500 -6,794	-51%	-$205K	0.07%	181
2019 Q2	$408K	Buy	13,294 +14	+0.1%	+$434	0.15%	120
2019 Q1	$410K	Buy	13,280 +7	+0.1%	+$216	0.17%	112
2018 Q4	$381K	Sell	13,273 -8,386	-39%	-$257K	0.2%	105
2018 Q3	$707K	Sell	21,659 -200	-0.9%	-$6.54K	0.33%	71
2018 Q2	$701K	Buy	21,859 +470	+2%	+$15.7K	0.39%	71
2018 Q1	$706K	Buy	21,389 +21,164	+9,406%	+$720K	0.42%	65
2017 Q4	$7K	Buy	+225	New	+$7.54K	0.01%	518

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

Certified Advisory Corp's IDV Position: Q2 2021 in Review

Certified Advisory Corp sold out of iShares International Select Dividend ETF (IDV) in Q2 2021, closing a stake of 2,100 shares — an estimated $66K sold.

Certified Advisory Corp first reported a position in IDV in Q4 2017 and held it in 12 quarters. The position peaked at $707K in Q3 2018. 422 funds tracked by Wall St. Rank hold IDV as of Q2 2021.

Certified Advisory Corp reported no remaining iShares International Select Dividend ETF position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 2,100 iShares International Select Dividend ETF shares in Q2 2021, an estimated $66K.
Certified Advisory Corp first reported a position in iShares International Select Dividend ETF in Q4 2017 and held it in 12 quarters.
Certified Advisory Corp's iShares International Select Dividend ETF position peaked at $707K in Q3 2018.
422 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.