Hefty Wealth Partners’s iShares International Select Dividend ETF IDV Stock Holding History

Hefty Wealth Partners’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
2018 Q1	$2.83M	Buy	85,631 +14,145	+20%	+$481K	1.82%	18
2017 Q4	$2.42M	Buy	71,486 +2,733	+4%	+$91.6K	1.5%	26
2017 Q3	$2.32M	Buy	68,753 +1,206	+2%	+$40.3K	1.53%	24
2017 Q2	$2.21M	Buy	67,547 +14,034	+26%	+$455K	1.51%	26
2017 Q1	$1.68M	Buy	53,513 +32,674	+157%	+$1.01M	1.22%	30
2016 Q4	$616K	Buy	20,839 +1,004	+5%	+$29.4K	0.52%	54
2016 Q3	$594K	Buy	19,835 +2,459	+14%	+$72.7K	0.45%	67
2016 Q2	$497K	Buy	17,376 +1,790	+11%	+$52K	0.41%	72
2016 Q1	$451K	Buy	+15,586	New	+$429K	0.42%	72

Other funds holding IDV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

RFC

Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Hefty Wealth Partners's IDV Position: Q1 2018 in Review

Hefty Wealth Partners increased its iShares International Select Dividend ETF (IDV) stake by 20% in Q1 2018, buying an estimated $481K and bringing the position to 85,631 shares worth $2.83M. The position accounts for 1.82% of the portfolio, ranked #18.

Hefty Wealth Partners first reported a position in IDV in Q1 2016 and has held it in 9 quarters since. 377 funds tracked by Wall St. Rank hold IDV as of Q1 2018.

Hefty Wealth Partners held 85,631 shares of iShares International Select Dividend ETF worth $2.83M as of Q1 2018.
Hefty Wealth Partners bought 14,145 iShares International Select Dividend ETF shares in Q1 2018, an estimated $481K.
iShares International Select Dividend ETF made up 1.82% of Hefty Wealth Partners's portfolio in Q1 2018, its #18 holding.
Hefty Wealth Partners first reported a position in iShares International Select Dividend ETF in Q1 2016 and has held it in 9 quarters since.
377 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.