Salem Investment Counselors’s iShares International Select Dividend ETF IDV Stock Holding History

Salem Investment Counselors’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 Q4	–	Sell	-100	Closed	-$2K	–	811
2020 Q3	$2K	Hold	100	–	–	﹤0.01%	654
2020 Q2	$3K	Hold	100	–	–	﹤0.01%	622
2020 Q1	$2K	Hold	100	–	–	﹤0.01%	622
2019 Q4	$3K	Hold	100	–	–	﹤0.01%	634
2019 Q3	$3K	Hold	100	–	–	﹤0.01%	597
2019 Q2	$3K	Buy	+100	New	+$3.1K	﹤0.01%	616
2017 Q1	–	Sell	-100	Closed	-$3K	–	596
2016 Q4	$3K	Sell	100 -13,287	-99%	-$388K	﹤0.01%	578
2016 Q3	$4.01K	Buy	+13,387	New	+$396K	0.05%	175

Other funds holding IDV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Salem Investment Counselors's IDV Position: Q4 2020 in Review

Salem Investment Counselors sold out of iShares International Select Dividend ETF (IDV) in Q4 2020, closing a stake of 100 shares — an estimated $2K sold.

Salem Investment Counselors first reported a position in IDV in Q3 2016 and held it in 8 quarters. The position peaked at $4.01K in Q3 2016. 390 funds tracked by Wall St. Rank hold IDV as of Q4 2020.

Salem Investment Counselors reported no remaining iShares International Select Dividend ETF position as of Q4 2020 after selling out during the quarter.
Salem Investment Counselors sold 100 iShares International Select Dividend ETF shares in Q4 2020, an estimated $2K.
Salem Investment Counselors first reported a position in iShares International Select Dividend ETF in Q3 2016 and held it in 8 quarters.
Salem Investment Counselors's iShares International Select Dividend ETF position peaked at $4.01K in Q3 2016.
390 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q4 2020.

Based on Salem Investment Counselors's 13F filing for Q4 2020, filed 17 Feb 2021.