D'Orazio & Associates’s iShares International Select Dividend ETF IDV Stock Holding History

D'Orazio & Associates’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
2019 Q4	–	Sell	-1,000	Closed	-$31K	–	353
2019 Q3	$31K	Buy	+1,000	New	+$30.2K	0.01%	173
2017 Q4	–	Sell	-263	Closed	-$9K	–	333
2017 Q3	$9K	Hold	263	–	–	﹤0.01%	201
2017 Q2	$9K	Hold	263	–	–	﹤0.01%	237
2017 Q1	$8K	Hold	263	–	–	﹤0.01%	231
2016 Q4	$8K	Hold	263	–	–	﹤0.01%	212
2016 Q3	$7K	Hold	263	–	–	﹤0.01%	221
2016 Q2	$8K	Hold	263	–	–	﹤0.01%	221
2016 Q1	$7K	Buy	+263	New	+$7.24K	﹤0.01%	236
2015 Q2	–	Sell	-1,377	Closed	-$46K	–	252
2015 Q1	$46K	Hold	1,377	–	–	0.04%	104
2014 Q4	$46K	Hold	1,377	–	–	0.03%	92
2014 Q3	$49K	Hold	1,377	–	–	0.04%	86
2014 Q2	$55K	Hold	1,377	–	–	0.04%	80
2014 Q1	$53K	Buy	1,377 +793	+136%	+$29.9K	0.04%	77
2013 Q4	$22K	Buy	+584	New	+$21.8K	0.02%	119

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

D'Orazio & Associates's IDV Position: Q4 2019 in Review

D'Orazio & Associates sold out of iShares International Select Dividend ETF (IDV) in Q4 2019, closing a stake of 1,000 shares — an estimated $31K sold.

D'Orazio & Associates first reported a position in IDV in Q4 2013 and held it in 14 quarters. The position peaked at $55K in Q2 2014. 427 funds tracked by Wall St. Rank hold IDV as of Q4 2019.

D'Orazio & Associates reported no remaining iShares International Select Dividend ETF position as of Q4 2019 after selling out during the quarter.
D'Orazio & Associates sold 1,000 iShares International Select Dividend ETF shares in Q4 2019, an estimated $31K.
D'Orazio & Associates first reported a position in iShares International Select Dividend ETF in Q4 2013 and held it in 14 quarters.
D'Orazio & Associates's iShares International Select Dividend ETF position peaked at $55K in Q2 2014.
427 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q4 2019.

Based on D'Orazio & Associates's 13F filing for Q4 2019, filed 22 Jan 2020.