Csenge Advisory Group’s iShares International Select Dividend ETF IDV Stock Holding History

Csenge Advisory Group’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 Q3	–	Sell	-10,934	Closed	-$275K	–	414
2020 Q2	$275K	Sell	10,934 -5,506	-33%	-$132K	0.04%	289
2020 Q1	$372K	Buy	16,440 +2,816	+21%	+$84.9K	0.1%	182
2019 Q4	$457K	Sell	13,624 -245	-2%	-$7.87K	0.12%	171
2019 Q3	$426K	Buy	+13,869	New	+$419K	0.12%	164

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Csenge Advisory Group's IDV Position: Q3 2020 in Review

Csenge Advisory Group sold out of iShares International Select Dividend ETF (IDV) in Q3 2020, closing a stake of 10,934 shares — an estimated $275K sold.

Csenge Advisory Group first reported a position in IDV in Q3 2019 and held it in 4 quarters. The position peaked at $457K in Q4 2019. 358 funds tracked by Wall St. Rank hold IDV as of Q3 2020.

Csenge Advisory Group reported no remaining iShares International Select Dividend ETF position as of Q3 2020 after selling out during the quarter.
Csenge Advisory Group sold 10,934 iShares International Select Dividend ETF shares in Q3 2020, an estimated $275K.
Csenge Advisory Group first reported a position in iShares International Select Dividend ETF in Q3 2019 and held it in 4 quarters.
Csenge Advisory Group's iShares International Select Dividend ETF position peaked at $457K in Q4 2019.
358 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q3 2020.

Based on Csenge Advisory Group's 13F filing for Q3 2020, filed 9 Nov 2020.