First Personal Financial Services’s iShares International Select Dividend ETF IDV Stock Holding History

First Personal Financial Services’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	-3,438	Closed	-$86K	–	294
2020 Q2	$86K	Hold	3,438	–	–	0.03%	152
2020 Q1	$78K	Hold	3,438	–	–	0.03%	154
2019 Q4	$115K	Hold	3,438	–	–	0.04%	145
2019 Q3	$106K	Hold	3,438	–	–	0.03%	174
2019 Q2	$106K	Hold	3,438	–	–	0.03%	211
2019 Q1	$106K	Buy	+3,438	New	+$106K	0.03%	199

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 22.9% 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

First Personal Financial Services's IDV Position: Q3 2020 in Review

First Personal Financial Services sold out of iShares International Select Dividend ETF (IDV) in Q3 2020, closing a stake of 3,438 shares — an estimated $86K sold.

First Personal Financial Services first reported a position in IDV in Q1 2019 and held it in 6 quarters. The position peaked at $115K in Q4 2019. 358 funds tracked by Wall St. Rank hold IDV as of Q3 2020.

First Personal Financial Services reported no remaining iShares International Select Dividend ETF position as of Q3 2020 after selling out during the quarter.
First Personal Financial Services sold 3,438 iShares International Select Dividend ETF shares in Q3 2020, an estimated $86K.
First Personal Financial Services first reported a position in iShares International Select Dividend ETF in Q1 2019 and held it in 6 quarters.
First Personal Financial Services's iShares International Select Dividend ETF position peaked at $115K in Q4 2019.
358 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q3 2020.

Based on First Personal Financial Services's 13F filing for Q3 2020, filed 2 Nov 2020.