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

Gupta 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
2016 Q1	$184K	Hold	6,345	–	–	0.04%	256
2015 Q4	$182K	Sell	6,345 -7,118	-53%	-$210K	0.05%	259
2015 Q3	$379K	Buy	13,463 +70	+0.5%	+$2.14K	0.09%	162
2015 Q2	$433K	Buy	13,393 +120	+0.9%	+$4.13K	0.11%	161
2015 Q1	$447K	Buy	+13,273	New	+$456K	0.13%	137

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

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

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

BIM

BlackRock Investment Management Wilmington, Delaware $86.4B AUM 28.54% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

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

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

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

Gupta Wealth Management's IDV Position: Q1 2016 in Review

Gupta Wealth Management held its iShares International Select Dividend ETF (IDV) position steady in Q1 2016 at 6,345 shares worth $184K. The position accounts for 0.04% of the portfolio, ranked #256.

Gupta Wealth Management first reported a position in IDV in Q1 2015 and has held it in 5 quarters since. The position peaked at $447K in Q1 2015. 248 funds tracked by Wall St. Rank hold IDV as of Q1 2016.

Gupta Wealth Management held 6,345 shares of iShares International Select Dividend ETF worth $184K as of Q1 2016.
Gupta Wealth Management left its iShares International Select Dividend ETF share count unchanged in Q1 2016.
iShares International Select Dividend ETF made up 0.04% of Gupta Wealth Management's portfolio in Q1 2016, its #256 holding.
Gupta Wealth Management first reported a position in iShares International Select Dividend ETF in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's iShares International Select Dividend ETF position peaked at $447K in Q1 2015.
248 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.