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

Sax 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 Q4	–	Sell	-7,415	Closed	-$226K	–	182
2021 Q3	$226K	Buy	7,415 +127	+2%	+$4.08K	0.05%	155
2021 Q2	$236K	Buy	7,288 +80	+1%	+$2.64K	0.08%	137
2021 Q1	$227K	Buy	7,208 +94	+1%	+$2.92K	0.08%	133
2020 Q4	$210K	Buy	+7,114	New	+$194K	0.1%	123

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sax Wealth Advisors's IDV Position: Q4 2021 in Review

Sax Wealth Advisors sold out of iShares International Select Dividend ETF (IDV) in Q4 2021, closing a stake of 7,415 shares — an estimated $226K sold.

Sax Wealth Advisors first reported a position in IDV in Q4 2020 and held it in 4 quarters. The position peaked at $236K in Q2 2021. 446 funds tracked by Wall St. Rank hold IDV as of Q4 2021.

Sax Wealth Advisors reported no remaining iShares International Select Dividend ETF position as of Q4 2021 after selling out during the quarter.
Sax Wealth Advisors sold 7,415 iShares International Select Dividend ETF shares in Q4 2021, an estimated $226K.
Sax Wealth Advisors first reported a position in iShares International Select Dividend ETF in Q4 2020 and held it in 4 quarters.
Sax Wealth Advisors's iShares International Select Dividend ETF position peaked at $236K in Q2 2021.
446 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q4 2021.

Based on Sax Wealth Advisors's 13F filing for Q4 2021, filed 7 Feb 2022.