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

Meridian 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
2021
Q2 		– Sell
-800
Closed -$25K – 639
2021
Q1 		$25K Buy
+800
New +$24.9K 0.01% 253

Other funds holding IDV

Bank of America
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Meridian Wealth Partners's IDV Position: Q2 2021 in Review

Meridian Wealth Partners sold out of iShares International Select Dividend ETF (IDV) in Q2 2021, closing a stake of 800 shares — an estimated $25K sold.

Meridian Wealth Partners first reported a position in IDV in Q1 2021 and held it in 1 quarter. The position peaked at $25K in Q1 2021. 421 funds tracked by Wall St. Rank hold IDV as of Q2 2021.

  • Meridian Wealth Partners reported no remaining iShares International Select Dividend ETF position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 800 iShares International Select Dividend ETF shares in Q2 2021, an estimated $25K.
  • Meridian Wealth Partners first reported a position in iShares International Select Dividend ETF in Q1 2021 and held it in 1 quarter.
  • Meridian Wealth Partners's iShares International Select Dividend ETF position peaked at $25K in Q1 2021.
  • 421 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.