Mid Atlantic Financial Management’s iShares International Select Dividend ETF IDV Stock Holding History

Mid Atlantic Financial 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
2021 Q3	$433K	Sell	14,250 -93	-0.6%	-$2.99K	0.03%	511
2021 Q2	$465K	Sell	14,343 -249	-2%	-$8.21K	0.03%	495
2021 Q1	$459K	Sell	14,592 -1,140	-7%	-$35.4K	0.03%	462
2020 Q4	$464K	Sell	15,732 -1,221	-7%	-$33.4K	0.04%	419
2020 Q3	$451K	Sell	16,953 -4,056	-19%	-$105K	0.04%	386
2020 Q2	$528K	Buy	21,009 +290	+1%	+$6.97K	0.05%	318
2020 Q1	$468K	Buy	20,719 +628	+3%	+$18.9K	0.05%	318
2019 Q4	$674K	Buy	20,091 +1,585	+9%	+$50.9K	0.06%	307
2019 Q3	$569K	Sell	18,506 -1,182	-6%	-$35.7K	0.06%	316
2019 Q2	$605K	Sell	19,688 -710	-3%	-$22K	0.06%	324
2019 Q1	$629K	Buy	20,398 +722	+4%	+$22.3K	0.07%	312
2018 Q4	$565K	Buy	+19,676	New	+$603K	0.07%	297

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Mid Atlantic Financial Management's IDV Position: Q3 2021 in Review

Mid Atlantic Financial Management reduced its iShares International Select Dividend ETF (IDV) stake by 0.65% in Q3 2021, selling an estimated $2.99K and leaving 14,250 shares worth $433K. The position accounts for 0.03% of the portfolio, ranked #511.

Mid Atlantic Financial Management first reported a position in IDV in Q4 2018 and has held it in 12 quarters since. The position peaked at $674K in Q4 2019. 413 funds tracked by Wall St. Rank hold IDV as of Q3 2021.

Mid Atlantic Financial Management held 14,250 shares of iShares International Select Dividend ETF worth $433K as of Q3 2021.
Mid Atlantic Financial Management sold 93 iShares International Select Dividend ETF shares in Q3 2021, an estimated $2.99K.
iShares International Select Dividend ETF made up 0.03% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #511 holding.
Mid Atlantic Financial Management first reported a position in iShares International Select Dividend ETF in Q4 2018 and has held it in 12 quarters since.
Mid Atlantic Financial Management's iShares International Select Dividend ETF position peaked at $674K in Q4 2019.
413 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.