Insight Wealth Strategies’s iShares International Select Dividend ETF IDV Stock Holding History

Insight Wealth Strategies’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	-19,757	Closed	-$493K	–	225
2020 Q3	$493K	Sell	19,757 -195	-1%	-$5.06K	0.09%	101
2020 Q2	$501K	Sell	19,952 -21,223	-52%	-$510K	0.11%	86
2020 Q1	$931K	Sell	41,175 -3,423	-8%	-$103K	0.25%	39
2019 Q4	$1.5M	Sell	44,598 -16,029	-26%	-$515K	0.32%	60
2019 Q3	$1.86M	Buy	60,627 +4,800	+9%	+$145K	0.44%	44
2019 Q2	$1.72M	Buy	55,827 +6,550	+13%	+$203K	0.42%	43
2019 Q1	$1.52M	Buy	+49,277	New	+$1.52M	0.43%	45

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MGIA

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

Insight Wealth Strategies's IDV Position: Q4 2020 in Review

Insight Wealth Strategies sold out of iShares International Select Dividend ETF (IDV) in Q4 2020, closing a stake of 19,757 shares — an estimated $493K sold.

Insight Wealth Strategies first reported a position in IDV in Q1 2019 and held it in 7 quarters. The position peaked at $1.86M in Q3 2019. 390 funds tracked by Wall St. Rank hold IDV as of Q4 2020.

Insight Wealth Strategies reported no remaining iShares International Select Dividend ETF position as of Q4 2020 after selling out during the quarter.
Insight Wealth Strategies sold 19,757 iShares International Select Dividend ETF shares in Q4 2020, an estimated $493K.
Insight Wealth Strategies first reported a position in iShares International Select Dividend ETF in Q1 2019 and held it in 7 quarters.
Insight Wealth Strategies's iShares International Select Dividend ETF position peaked at $1.86M in Q3 2019.
390 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q4 2020.

Based on Insight Wealth Strategies's 13F filing for Q4 2020, filed 5 Feb 2021.