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Donoghue Forlines’s iShares International Select Dividend ETF IDV Stock Holding History

Donoghue Forlines’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
Q4 		– Sell
-80,279
Closed -$2.44M – 277
2021
Q3 		$2.44M Buy
80,279
+5,955
+8% +$191K 0.47% 44
2021
Q2 		$2.41M Buy
+74,324
New +$2.45M 0.45% 52
2020
Q1 		– Sell
-187,346
Closed -$6.29M – 100
2019
Q4 		$6.29M Buy
+187,346
New +$6.02M 0.98% 14
2019
Q3 		– Sell
-156,816
Closed -$4.82M – 170
2019
Q2 		$4.82M Sell
156,816
-871
-0.6% -$27K 0.56% 65
2019
Q1 		$4.87M Sell
157,687
-5,078
-3% -$157K 0.48% 18
2018
Q4 		$4.67M Sell
162,765
-178,920
-52% -$5.49M 0.42% 21
2018
Q3 		$11.1M Buy
+341,685
New +$11.2M 0.87% 63

Other funds holding IDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return