Oak Point Wealth Management’s iShares International Select Dividend ETF IDV Stock Holding History
Bought
Maintained
Sold
Other funds holding IDV
MGIA
RFC
Oak Point Wealth Management's IDV Position: Q1 2018 in Review
Oak Point Wealth Management increased its iShares International Select Dividend ETF (IDV) stake by 22% in Q1 2018, buying an estimated $518K and bringing the position to 83,098 shares worth $2.71M. The position accounts for 2.76% of the portfolio, ranked #5.
Oak Point Wealth Management first reported a position in IDV in Q4 2017 and has held it in 2 quarters since. 377 funds tracked by Wall St. Rank hold IDV as of Q1 2018.
- Oak Point Wealth Management held 83,098 shares of iShares International Select Dividend ETF worth $2.71M as of Q1 2018.
- Oak Point Wealth Management bought 15,212 iShares International Select Dividend ETF shares in Q1 2018, an estimated $518K.
- iShares International Select Dividend ETF made up 2.76% of Oak Point Wealth Management's portfolio in Q1 2018, its #5 holding.
- Oak Point Wealth Management first reported a position in iShares International Select Dividend ETF in Q4 2017 and has held it in 2 quarters since.
- 377 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2018.
Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.