Financial Architects (New Jersey)’s iShares International Select Dividend ETF IDV Stock Holding History

Financial Architects (New Jersey)’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 Q3	–	Sell	-924	Closed	-$23K	–	483
2020 Q2	$23K	Buy	924 +20	+2%	+$481	0.01%	523
2020 Q1	$20K	Hold	904	–	–	0.01%	510
2019 Q4	$30K	Buy	904 +8	+0.9%	+$257	0.01%	499
2019 Q3	$28K	Hold	896	–	–	0.01%	530
2019 Q2	$28K	Buy	896 +9	+1%	+$279	0.01%	629
2019 Q1	$27K	Buy	887 +5	+0.6%	+$154	﹤0.01%	796
2018 Q4	$25K	Buy	882 +10	+1%	+$307	﹤0.01%	744
2018 Q3	$28K	Hold	872	–	–	﹤0.01%	821
2018 Q2	$28K	Buy	872 +7	+0.8%	+$234	0.01%	722
2018 Q1	$29K	Buy	865 +3	+0.3%	+$102	0.01%	787
2017 Q4	$29K	Buy	862 +7	+0.8%	+$235	﹤0.01%	861
2017 Q3	$29K	Buy	855 +500	+141%	+$16.7K	0.01%	858
2017 Q2	$12K	Buy	355 +6	+2%	+$195	﹤0.01%	1091
2017 Q1	$11K	Buy	349 +3	+0.9%	+$92	﹤0.01%	1108
2016 Q4	$10K	Buy	346 +6	+2%	+$175	﹤0.01%	1010
2016 Q3	$10K	Buy	+340	New	+$10.1K	﹤0.01%	1000
2015 Q3	–	Sell	-5,487	Closed	-$177K	–	532
2015 Q2	$177K	Sell	5,487 -598	-10%	-$20.6K	0.06%	208
2015 Q1	$205K	Buy	6,085 +2,018	+50%	+$69.4K	0.08%	183
2014 Q4	$137K	Buy	4,067 +3,307	+435%	+$116K	0.06%	211
2014 Q3	$27K	Hold	760	–	–	0.01%	413
2014 Q2	$30K	Buy	+760	New	+$30.3K	0.01%	408
2013 Q4	–	Sell	-7	Closed	–	–	340
2013 Q3	$0	Buy	+7	New	+$242	﹤0.01%	750

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 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 $13.5B AUM 24.62% 1-Year Est. Return

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

Financial Architects (New Jersey)'s IDV Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of iShares International Select Dividend ETF (IDV) in Q3 2020, closing a stake of 924 shares — an estimated $23K sold.

Financial Architects (New Jersey) first reported a position in IDV in Q3 2013 and held it in 22 quarters. The position peaked at $205K in Q1 2015. 358 funds tracked by Wall St. Rank hold IDV as of Q3 2020.

Financial Architects (New Jersey) reported no remaining iShares International Select Dividend ETF position as of Q3 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 924 iShares International Select Dividend ETF shares in Q3 2020, an estimated $23K.
Financial Architects (New Jersey) first reported a position in iShares International Select Dividend ETF in Q3 2013 and held it in 22 quarters.
Financial Architects (New Jersey)'s iShares International Select Dividend ETF position peaked at $205K in Q1 2015.
358 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.