Disciplined Investments’s iShares International Select Dividend ETF IDV Stock Holding History

Disciplined Investments’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	-276	Closed	-$9K	–	427
2021 Q1	$9K	Hold	276	–	–	0.01%	263
2020 Q4	$8K	Hold	276	–	–	0.01%	239
2020 Q3	$7K	Hold	276	–	–	0.01%	281
2020 Q2	$7K	Hold	276	–	–	0.01%	296
2020 Q1	$6K	Buy	276 +44	+19%	+$1.33K	0.01%	310
2019 Q4	$8K	Buy	+232	New	+$7.45K	0.01%	305

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Disciplined Investments's IDV Position: Q2 2021 in Review

Disciplined Investments sold out of iShares International Select Dividend ETF (IDV) in Q2 2021, closing a stake of 276 shares — an estimated $9K sold.

Disciplined Investments first reported a position in IDV in Q4 2019 and held it in 6 quarters. The position peaked at $9K in Q1 2021. 421 funds tracked by Wall St. Rank hold IDV as of Q2 2021.

Disciplined Investments reported no remaining iShares International Select Dividend ETF position as of Q2 2021 after selling out during the quarter.
Disciplined Investments sold 276 iShares International Select Dividend ETF shares in Q2 2021, an estimated $9K.
Disciplined Investments first reported a position in iShares International Select Dividend ETF in Q4 2019 and held it in 6 quarters.
Disciplined Investments's iShares International Select Dividend ETF position peaked at $9K in Q1 2021.
421 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2021.

Based on Disciplined Investments's 13F filing for Q2 2021, filed 2 Aug 2021.