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Heritage Wealth Advisors’s iShares International Select Dividend ETF IDV Stock Holding History

Heritage Wealth 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
2019
Q4 		– Sell
-3,000
Closed -$92K – 718
2019
Q3 		$92K Hold
3,000
– – 0.01% 218
2019
Q2 		$92.2K Hold
3,000
– – 0.01% 199
2019
Q1 		$92.6K Buy
+3,000
New +$92.5K 0.02% 181

Other funds holding IDV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Heritage Wealth Advisors's IDV Position: Q4 2019 in Review

Heritage Wealth Advisors sold out of iShares International Select Dividend ETF (IDV) in Q4 2019, closing a stake of 3,000 shares — an estimated $92K sold.

Heritage Wealth Advisors first reported a position in IDV in Q1 2019 and held it in 3 quarters. The position peaked at $92.6K in Q1 2019. 427 funds tracked by Wall St. Rank hold IDV as of Q4 2019.

  • Heritage Wealth Advisors reported no remaining iShares International Select Dividend ETF position as of Q4 2019 after selling out during the quarter.
  • Heritage Wealth Advisors sold 3,000 iShares International Select Dividend ETF shares in Q4 2019, an estimated $92K.
  • Heritage Wealth Advisors first reported a position in iShares International Select Dividend ETF in Q1 2019 and held it in 3 quarters.
  • Heritage Wealth Advisors's iShares International Select Dividend ETF position peaked at $92.6K in Q1 2019.
  • 427 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q4 2019.

Based on Heritage Wealth Advisors's 13F filing for Q4 2019, filed 4 Feb 2020.