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GPA
Guidance Point Advisors’s
iShares International Select Dividend ETF
IDV
Stock Holding History
Guidance Point 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
2023
Q3
–
Sell
-8,773
Closed
-$231K
–
75
2023
Q2
$231K
Buy
8,773
+233
+3%
+$6.36K
0.09%
72
2023
Q1
$235K
Sell
8,540
-826
-9%
-$23.3K
0.09%
71
2022
Q4
$254K
Buy
9,366
+128
+1%
+$3.25K
0.11%
66
2022
Q3
$208K
Buy
9,238
+241
+3%
+$6.35K
0.09%
77
2022
Q2
$244K
Buy
8,997
+203
+2%
+$6.11K
0.11%
76
2022
Q1
$279K
Buy
8,794
+101
+1%
+$3.23K
0.11%
78
2021
Q4
$271K
Buy
8,693
+86
+1%
+$2.66K
0.1%
72
2021
Q3
$261K
Buy
8,607
+169
+2%
+$5.43K
0.1%
75
2021
Q2
$273K
Buy
8,438
+106
+1%
+$3.49K
0.11%
75
2021
Q1
$262K
Sell
8,332
-1,879
-18%
-$58.4K
0.11%
75
2020
Q4
$300K
Buy
10,211
+73
+0.7%
+$2K
0.14%
61
2020
Q3
$252K
Buy
10,138
+123
+1%
+$3.19K
0.14%
63
2020
Q2
$251K
Buy
10,015
+114
+1%
+$2.74K
0.14%
62
2020
Q1
$223K
Buy
9,901
+351
+4%
+$10.6K
0.15%
58
2019
Q4
$320K
Sell
9,550
-51
-0.5%
-$1.64K
0.16%
54
2019
Q3
$295K
Buy
9,601
+24
+0.3%
+$725
0.16%
54
2019
Q2
$294K
Buy
9,577
+292
+3%
+$9.05K
0.17%
54
2019
Q1
$286K
Sell
9,285
-4,763
-34%
-$147K
0.17%
54
2018
Q4
$273K
Buy
+14,048
New
+$431K
0.18%
53
Other funds holding IDV
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$1.37T AUM
24.88%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
US Bancorp
Minneapolis, Minnesota
$82.4B AUM
19.69%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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