Seneca House Advisors’s iShares International Select Dividend ETF IDV Stock Holding History

Seneca House 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
2020 Q1	–	Sell	-31,283	Closed	-$1.05M	–	71
2019 Q4	$1.05M	Buy	31,283 +1,099	+4%	+$35.3K	0.91%	33
2019 Q3	$928K	Buy	30,184 +4,295	+17%	+$130K	0.88%	35
2019 Q2	$792K	Sell	25,889 -712	-3%	-$22.1K	0.73%	39
2019 Q1	$821K	Sell	26,601 -2,464	-8%	-$76K	0.71%	42
2018 Q4	$834K	Buy	29,065 +509	+2%	+$15.6K	0.79%	39
2018 Q3	$932K	Buy	28,556 +77	+0.3%	+$2.52K	0.73%	37
2018 Q2	$913K	Buy	28,479 +778	+3%	+$26K	0.74%	40
2018 Q1	$915K	Buy	27,701 +489	+2%	+$16.6K	0.77%	38
2017 Q4	$919K	Buy	+27,212	New	+$912K	0.79%	40

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

Seneca House Advisors's IDV Position: Q1 2020 in Review

Seneca House Advisors sold out of iShares International Select Dividend ETF (IDV) in Q1 2020, closing a stake of 31,283 shares — an estimated $1.05M sold.

Seneca House Advisors first reported a position in IDV in Q4 2017 and held it in 9 quarters. The position peaked at $1.05M in Q4 2019. 394 funds tracked by Wall St. Rank hold IDV as of Q1 2020.

Seneca House Advisors reported no remaining iShares International Select Dividend ETF position as of Q1 2020 after selling out during the quarter.
Seneca House Advisors sold 31,283 iShares International Select Dividend ETF shares in Q1 2020, an estimated $1.05M.
Seneca House Advisors first reported a position in iShares International Select Dividend ETF in Q4 2017 and held it in 9 quarters.
Seneca House Advisors's iShares International Select Dividend ETF position peaked at $1.05M in Q4 2019.
394 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2020.

Based on Seneca House Advisors's 13F filing for Q1 2020, filed 9 Apr 2020.