Creative Financial Designs’s iShares International Select Dividend ETF IDV Stock Holding History

Creative Financial Designs’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	-700	Closed	-$22K	–	1424
2021 Q1	$22K	Hold	700	–	–	﹤0.01%	761
2020 Q4	$21K	Sell	700 -1,173	-63%	-$32.1K	﹤0.01%	705
2020 Q3	$47K	Hold	1,873	–	–	0.01%	474
2020 Q2	$47K	Buy	+1,873	New	+$45K	0.01%	427
2019 Q1	–	Sell	-1,000	Closed	-$29K	–	600
2018 Q4	$29K	Hold	1,000	–	–	0.02%	241
2018 Q3	$33K	Hold	1,000	–	–	0.02%	272
2018 Q2	$32K	Hold	1,000	–	–	0.02%	294
2018 Q1	$33K	Hold	1,000	–	–	0.02%	270
2017 Q4	$34K	Hold	1,000	–	–	0.02%	252
2017 Q3	$34K	Sell	1,000 -615	-38%	-$20.5K	0.02%	272
2017 Q2	$53K	Buy	1,615 +1,000	+163%	+$32.4K	0.03%	228
2017 Q1	$19K	Hold	615	–	–	0.01%	329
2016 Q4	$18K	Buy	+615	New	+$18K	0.01%	333

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

Creative Financial Designs's IDV Position: Q2 2021 in Review

Creative Financial Designs sold out of iShares International Select Dividend ETF (IDV) in Q2 2021, closing a stake of 700 shares — an estimated $22K sold.

Creative Financial Designs first reported a position in IDV in Q4 2016 and held it in 13 quarters. The position peaked at $53K in Q2 2017. 422 funds tracked by Wall St. Rank hold IDV as of Q2 2021.

Creative Financial Designs reported no remaining iShares International Select Dividend ETF position as of Q2 2021 after selling out during the quarter.
Creative Financial Designs sold 700 iShares International Select Dividend ETF shares in Q2 2021, an estimated $22K.
Creative Financial Designs first reported a position in iShares International Select Dividend ETF in Q4 2016 and held it in 13 quarters.
Creative Financial Designs's iShares International Select Dividend ETF position peaked at $53K in Q2 2017.
422 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2021.

Based on Creative Financial Designs's 13F filing for Q2 2021, filed 27 Jul 2021.