Core Wealth Advisors (Florida)’s iShares International Select Dividend ETF IDV Stock Holding History

Core Wealth Advisors (Florida)’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 Q2	–	Sell	-1,242	Closed	-$28K	–	143
2020 Q1	$28K	Hold	1,242	–	–	0.02%	62
2019 Q4	$42K	Buy	+1,242	New	+$39.9K	0.02%	57

Other funds holding IDV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Core Wealth Advisors (Florida)'s IDV Position: Q2 2020 in Review

Core Wealth Advisors (Florida) sold out of iShares International Select Dividend ETF (IDV) in Q2 2020, closing a stake of 1,242 shares — an estimated $28K sold.

Core Wealth Advisors (Florida) first reported a position in IDV in Q4 2019 and held it in 2 quarters. The position peaked at $42K in Q4 2019. 379 funds tracked by Wall St. Rank hold IDV as of Q2 2020.

Core Wealth Advisors (Florida) reported no remaining iShares International Select Dividend ETF position as of Q2 2020 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 1,242 iShares International Select Dividend ETF shares in Q2 2020, an estimated $28K.
Core Wealth Advisors (Florida) first reported a position in iShares International Select Dividend ETF in Q4 2019 and held it in 2 quarters.
Core Wealth Advisors (Florida)'s iShares International Select Dividend ETF position peaked at $42K in Q4 2019.
379 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2020.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2020, filed 31 Jul 2020.