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Regent Peak Wealth Advisors’s iShares International Select Dividend ETF IDV Stock Holding History

Regent Peak Wealth Advisors’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
Q1 		– Sell
-512
Closed -$15K – 535
2020
Q4 		$15K Buy
+512
New +$14K 0.01% 499

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Regent Peak Wealth Advisors's IDV Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of iShares International Select Dividend ETF (IDV) in Q1 2021, closing a stake of 512 shares — an estimated $15K sold.

Regent Peak Wealth Advisors first reported a position in IDV in Q4 2020 and held it in 1 quarter. The position peaked at $15K in Q4 2020. 415 funds tracked by Wall St. Rank hold IDV as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining iShares International Select Dividend ETF position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 512 iShares International Select Dividend ETF shares in Q1 2021, an estimated $15K.
  • Regent Peak Wealth Advisors first reported a position in iShares International Select Dividend ETF in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's iShares International Select Dividend ETF position peaked at $15K in Q4 2020.
  • 415 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.