Financial Advocates Investment Management’s iShares International Select Dividend ETF IDV Stock Holding History

Financial Advocates Investment Management’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
2020 Q2	–	Sell	-8,912	Closed	-$201K	–	623
2020 Q1	$201K	Sell	8,912 -2,539	-22%	-$76.6K	0.03%	435
2019 Q4	$384K	Sell	11,451 -3,098	-21%	-$99.5K	0.04%	363
2019 Q3	$447K	Sell	14,549 -250	-2%	-$7.55K	0.05%	310
2019 Q2	$455K	Buy	14,799 +3,405	+30%	+$106K	0.05%	307
2019 Q1	$352K	Sell	11,394 -9	-0.1%	-$278	0.04%	337
2018 Q4	$327K	Sell	11,403 -18,632	-62%	-$571K	0.04%	322
2018 Q3	$980K	Buy	30,035 +354	+1%	+$11.6K	0.11%	190
2018 Q2	$944K	Buy	29,681 +597	+2%	+$20K	0.11%	185
2018 Q1	$960K	Sell	29,084 -4,509	-13%	-$153K	0.12%	173
2017 Q4	$1.14M	Buy	+33,593	New	+$1.13M	0.15%	142

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

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

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

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

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

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Financial Advocates Investment Management's IDV Position: Q2 2020 in Review

Financial Advocates Investment Management sold out of iShares International Select Dividend ETF (IDV) in Q2 2020, closing a stake of 8,912 shares — an estimated $201K sold.

Financial Advocates Investment Management first reported a position in IDV in Q4 2017 and held it in 10 quarters. The position peaked at $1.14M in Q4 2017. 379 funds tracked by Wall St. Rank hold IDV as of Q2 2020.

Financial Advocates Investment Management reported no remaining iShares International Select Dividend ETF position as of Q2 2020 after selling out during the quarter.
Financial Advocates Investment Management sold 8,912 iShares International Select Dividend ETF shares in Q2 2020, an estimated $201K.
Financial Advocates Investment Management first reported a position in iShares International Select Dividend ETF in Q4 2017 and held it in 10 quarters.
Financial Advocates Investment Management's iShares International Select Dividend ETF position peaked at $1.14M in Q4 2017.
379 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2020.

Based on Financial Advocates Investment Management's 13F filing for Q2 2020, filed 14 Aug 2020.