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

Lake Point 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
2022 Q2	–	Sell	-4	Closed	–	–	470
2022 Q1	$0	Hold	4	–	–	﹤0.01%	444
2021 Q4	$0	Hold	4	–	–	﹤0.01%	459
2021 Q3	$0	Hold	4	–	–	﹤0.01%	427
2021 Q2	$0	Buy	+4	New	+$132	﹤0.01%	425
2020 Q1	$1K	Hold	30	–	–	﹤0.01%	325
2019 Q4	$1K	Buy	+30	New	+$964	﹤0.01%	561
2019 Q2	$2K	Hold	56	–	–	﹤0.01%	537
2019 Q1	$2K	Sell	56 -2,214	-98%	-$68.3K	﹤0.01%	535
2018 Q4	$65K	Buy	+2,270	New	+$69.6K	0.02%	235

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

RFC

Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return

Lake Point Wealth Management's IDV Position: Q2 2022 in Review

Lake Point Wealth Management sold out of iShares International Select Dividend ETF (IDV) in Q2 2022, closing a stake of 4 shares.

Lake Point Wealth Management first reported a position in IDV in Q4 2018 and held it in 9 quarters. The position peaked at $65K in Q4 2018. 440 funds tracked by Wall St. Rank hold IDV as of Q2 2022.

Lake Point Wealth Management reported no remaining iShares International Select Dividend ETF position as of Q2 2022 after selling out during the quarter.
Lake Point Wealth Management sold 4 iShares International Select Dividend ETF shares in Q2 2022.
Lake Point Wealth Management first reported a position in iShares International Select Dividend ETF in Q4 2018 and held it in 9 quarters.
Lake Point Wealth Management's iShares International Select Dividend ETF position peaked at $65K in Q4 2018.
440 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.