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Frontier Wealth Management’s iShares International Select Dividend ETF IDV Stock Holding History

Frontier Wealth 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
Q4 		– Sell
-8,232
Closed -$205K – 383
2020
Q3 		$205K Hold
8,232
– – 0.02% 336
2020
Q2 		$207K Sell
8,232
-16,544
-67% -$398K 0.02% 323
2020
Q1 		$560K Buy
+24,776
New +$747K 0.09% 171

Other funds holding IDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Frontier Wealth Management's IDV Position: Q4 2020 in Review

Frontier Wealth Management sold out of iShares International Select Dividend ETF (IDV) in Q4 2020, closing a stake of 8,232 shares — an estimated $205K sold.

Frontier Wealth Management first reported a position in IDV in Q1 2020 and held it in 3 quarters. The position peaked at $560K in Q1 2020. 390 funds tracked by Wall St. Rank hold IDV as of Q4 2020.

  • Frontier Wealth Management reported no remaining iShares International Select Dividend ETF position as of Q4 2020 after selling out during the quarter.
  • Frontier Wealth Management sold 8,232 iShares International Select Dividend ETF shares in Q4 2020, an estimated $205K.
  • Frontier Wealth Management first reported a position in iShares International Select Dividend ETF in Q1 2020 and held it in 3 quarters.
  • Frontier Wealth Management's iShares International Select Dividend ETF position peaked at $560K in Q1 2020.
  • 390 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q4 2020.

Based on Frontier Wealth Management's 13F filing for Q4 2020, filed 16 Feb 2021.