PDS Planning’s iShares International Select Dividend ETF IDV Stock Holding History

PDS Planning’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	-5,257	Closed	-$176K	–	105
2019 Q4	$176K	Buy	5,257 +56	+1%	+$1.8K	0.11%	97
2019 Q3	$160K	Hold	5,201	–	–	0.11%	92
2019 Q2	$160K	Buy	5,201 +63	+1%	+$1.95K	0.12%	88
2019 Q1	$159K	Buy	+5,138	New	+$158K	0.12%	82

Other funds holding IDV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

PDS Planning's IDV Position: Q1 2020 in Review

PDS Planning sold out of iShares International Select Dividend ETF (IDV) in Q1 2020, closing a stake of 5,257 shares — an estimated $176K sold.

PDS Planning first reported a position in IDV in Q1 2019 and held it in 4 quarters. The position peaked at $176K in Q4 2019. 394 funds tracked by Wall St. Rank hold IDV as of Q1 2020.

PDS Planning reported no remaining iShares International Select Dividend ETF position as of Q1 2020 after selling out during the quarter.
PDS Planning sold 5,257 iShares International Select Dividend ETF shares in Q1 2020, an estimated $176K.
PDS Planning first reported a position in iShares International Select Dividend ETF in Q1 2019 and held it in 4 quarters.
PDS Planning's iShares International Select Dividend ETF position peaked at $176K in Q4 2019.
394 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2020.

Based on PDS Planning's 13F filing for Q1 2020, filed 20 Apr 2020.