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

Merriman 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
2020 Q1	–	Sell	-197,238	Closed	-$6.62M	–	176
2019 Q4	$6.62M	Sell	197,238 -5,741	-3%	-$184K	1.28%	23
2019 Q3	$6.24M	Buy	+202,979	New	+$6.13M	1.26%	26
2016 Q2	–	Sell	-169,810	Closed	-$4.92M	–	112
2016 Q1	$4.92M	Buy	+169,810	New	+$4.67M	4.58%	9
2014 Q3	–	Sell	-39,569	Closed	-$1.55M	–	44
2014 Q2	$1.55M	Buy	+39,569	New	+$1.58M	1.57%	19

Other funds holding IDV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

MGIA

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

Merriman Wealth Management's IDV Position: Q1 2020 in Review

Merriman Wealth Management sold out of iShares International Select Dividend ETF (IDV) in Q1 2020, closing a stake of 197,238 shares — an estimated $6.62M sold.

Merriman Wealth Management first reported a position in IDV in Q2 2014 and held it in 4 quarters. The position peaked at $6.62M in Q4 2019. 395 funds tracked by Wall St. Rank hold IDV as of Q1 2020.

Merriman Wealth Management reported no remaining iShares International Select Dividend ETF position as of Q1 2020 after selling out during the quarter.
Merriman Wealth Management sold 197,238 iShares International Select Dividend ETF shares in Q1 2020, an estimated $6.62M.
Merriman Wealth Management first reported a position in iShares International Select Dividend ETF in Q2 2014 and held it in 4 quarters.
Merriman Wealth Management's iShares International Select Dividend ETF position peaked at $6.62M in Q4 2019.
395 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2020.

Based on Merriman Wealth Management's 13F filing for Q1 2020, filed 22 Apr 2020.