Exencial Wealth Advisors’s iShares International Select Dividend ETF IDV Stock Holding History

Exencial Wealth Advisors’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
2022 Q1	$232K	Hold
2021 Q4	$228K	Buy
2021 Q3	–	Sell
2021 Q2	$246K	Buy
2021 Q1	$230K	Sell
2020 Q4	$222K	Sell
2020 Q3	$201K	Sell
2020 Q2	$238K	Sell
2020 Q1	$268K	Hold
2019 Q4	$398K	Sell
2019 Q3	$379K	Sell
2019 Q2	$393K	Sell
2019 Q1	$414K	Sell
2018 Q4	$416K	Buy
2018 Q3	$372K	Sell
2018 Q2	$366K	Sell
2018 Q1	$382K	Sell
2017 Q4	$468K	Sell
2017 Q3	$509K	Sell
2017 Q2	$559K	Sell
2017 Q1	$546K	Sell
2016 Q4	$729K	Sell
2016 Q3	$803K	Sell
2016 Q2	$812K	Sell
2016 Q1	$829K	Sell
2015 Q4	$914K	Sell
2015 Q3	$1.37M	Sell
2015 Q2	$2.47M	Sell
2015 Q1	$2.77M	Buy
2014 Q4	$2.47M	Sell
2014 Q3	$2.73M	Buy
2014 Q2	$3.02M	Sell
2014 Q1	$3.03M	Buy
2013 Q4	$2.92M	Sell
2013 Q3	$3.02M	Sell
2013 Q2	$2.88M	Buy