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Oxford Financial Group’s iShares International Select Dividend ETF IDV Stock Holding History

Oxford Financial Group’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
Q2 		– Sell
-9,178
Closed -$207K – 197
2020
Q1 		$207K Hold
9,178
– – 0.04% 147
2019
Q4 		$308K Hold
9,178
– – 0.09% 50
2019
Q3 		$282K Buy
+9,178
New +$277K 0.09% 47

Other funds holding IDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Oxford Financial Group's IDV Position: Q2 2020 in Review

Oxford Financial Group sold out of iShares International Select Dividend ETF (IDV) in Q2 2020, closing a stake of 9,178 shares — an estimated $207K sold.

Oxford Financial Group first reported a position in IDV in Q3 2019 and held it in 3 quarters. The position peaked at $308K in Q4 2019. 379 funds tracked by Wall St. Rank hold IDV as of Q2 2020.

  • Oxford Financial Group reported no remaining iShares International Select Dividend ETF position as of Q2 2020 after selling out during the quarter.
  • Oxford Financial Group sold 9,178 iShares International Select Dividend ETF shares in Q2 2020, an estimated $207K.
  • Oxford Financial Group first reported a position in iShares International Select Dividend ETF in Q3 2019 and held it in 3 quarters.
  • Oxford Financial Group's iShares International Select Dividend ETF position peaked at $308K in Q4 2019.
  • 379 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2020.

Based on Oxford Financial Group's 13F filing for Q2 2020, filed 5 Aug 2020.