Dynamic Advisor Solutions’s iShares International Select Dividend ETF IDV Stock Holding History

Dynamic Advisor Solutions’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
2022 Q2	–	Sell	-7,524	Closed	-$239K	–	731
2022 Q1	$239K	Buy	+7,524	New	+$241K	0.02%	625
2020 Q2	–	Sell	-24,959	Closed	-$564K	–	569
2020 Q1	$564K	Buy	24,959 +17,405	+230%	+$525K	0.1%	226
2019 Q4	$254K	Sell	7,554 -526	-7%	-$16.9K	0.03%	450
2019 Q3	$248K	Sell	8,080 -134,626	-94%	-$4.06M	0.04%	412
2019 Q2	$4.38M	Buy	+142,706	New	+$4.42M	0.7%	29
2018 Q2	–	Sell	-106,454	Closed	-$3.51M	–	420
2018 Q1	$3.51M	Sell	106,454 -3,771	-3%	-$128K	0.9%	24
2017 Q4	$3.72M	Sell	110,225 -54,290	-33%	-$1.82M	1.22%	18
2017 Q3	$5.55M	Sell	164,515 -2,731	-2%	-$91.2K	2.2%	3
2017 Q2	$5.47M	Buy	167,246 +107,548	+180%	+$3.49M	2.12%	4
2017 Q1	$1.88M	Buy	+59,698	New	+$1.84M	0.73%	36

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RFC

Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return

Dynamic Advisor Solutions's IDV Position: Q2 2022 in Review

Dynamic Advisor Solutions sold out of iShares International Select Dividend ETF (IDV) in Q2 2022, closing a stake of 7,524 shares — an estimated $239K sold.

Dynamic Advisor Solutions first reported a position in IDV in Q1 2017 and held it in 10 quarters. The position peaked at $5.55M in Q3 2017. 440 funds tracked by Wall St. Rank hold IDV as of Q2 2022.

Dynamic Advisor Solutions reported no remaining iShares International Select Dividend ETF position as of Q2 2022 after selling out during the quarter.
Dynamic Advisor Solutions sold 7,524 iShares International Select Dividend ETF shares in Q2 2022, an estimated $239K.
Dynamic Advisor Solutions first reported a position in iShares International Select Dividend ETF in Q1 2017 and held it in 10 quarters.
Dynamic Advisor Solutions's iShares International Select Dividend ETF position peaked at $5.55M in Q3 2017.
440 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2022.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2022, filed 27 Jul 2022.