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

Red Door 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
Q3 		– Sell
-633
Closed -$15K – 238
2020
Q2 		$15K Buy
+633
New +$15.2K 0.01% 278

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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Red Door Wealth Management's IDV Position: Q3 2020 in Review

Red Door Wealth Management sold out of iShares International Select Dividend ETF (IDV) in Q3 2020, closing a stake of 633 shares — an estimated $15K sold.

Red Door Wealth Management first reported a position in IDV in Q2 2020 and held it in 1 quarter. The position peaked at $15K in Q2 2020. 358 funds tracked by Wall St. Rank hold IDV as of Q3 2020.

  • Red Door Wealth Management reported no remaining iShares International Select Dividend ETF position as of Q3 2020 after selling out during the quarter.
  • Red Door Wealth Management sold 633 iShares International Select Dividend ETF shares in Q3 2020, an estimated $15K.
  • Red Door Wealth Management first reported a position in iShares International Select Dividend ETF in Q2 2020 and held it in 1 quarter.
  • Red Door Wealth Management's iShares International Select Dividend ETF position peaked at $15K in Q2 2020.
  • 358 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q3 2020.

Based on Red Door Wealth Management's 13F filing for Q3 2020, filed 14 Oct 2020.