Sequoia Financial Advisors’s iShares International Select Dividend ETF IDV Stock Holding History

Sequoia Financial 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 Q3	–	Sell	-50,513	Closed	-$1.64M	–	339
2021 Q2	$1.64M	Buy	50,513 +19,221	+61%	+$633K	0.06%	169
2021 Q1	$985K	Sell	31,292 -4,027	-11%	-$125K	0.04%	192
2020 Q4	$1.04M	Sell	35,319 -1,017	-3%	-$27.8K	0.05%	184
2020 Q3	$906K	Sell	36,336 -2,550	-7%	-$66.2K	0.05%	175
2020 Q2	$977K	Buy	38,886 +6,678	+21%	+$161K	0.06%	149
2020 Q1	$728K	Buy	32,208 +5,557	+21%	+$168K	0.05%	150
2019 Q4	$895K	Buy	26,651 +2,803	+12%	+$90.1K	0.06%	152
2019 Q3	$733K	Buy	23,848 +2,897	+14%	+$87.5K	0.05%	154
2019 Q2	$644K	Buy	20,951 +6,484	+45%	+$201K	0.05%	167
2019 Q1	$446K	Buy	+14,467	New	+$446K	0.04%	202
2018 Q4	–	Sell	-6,154	Closed	-$201K	–	314
2018 Q3	$201K	Buy	+6,154	New	+$201K	0.02%	300
2016 Q3	–	Sell	-7,836	Closed	-$224K	–	260
2016 Q2	$224K	Hold	7,836	–	–	0.06%	209
2016 Q1	$227K	Buy	7,836 +82	+1%	+$2.26K	0.07%	167
2015 Q4	$223K	Buy	+7,754	New	+$229K	0.09%	157

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sequoia Financial Advisors's IDV Position: Q3 2021 in Review

Sequoia Financial Advisors sold out of iShares International Select Dividend ETF (IDV) in Q3 2021, closing a stake of 50,513 shares — an estimated $1.64M sold.

Sequoia Financial Advisors first reported a position in IDV in Q4 2015 and held it in 14 quarters. The position peaked at $1.64M in Q2 2021. 413 funds tracked by Wall St. Rank hold IDV as of Q3 2021.

Sequoia Financial Advisors reported no remaining iShares International Select Dividend ETF position as of Q3 2021 after selling out during the quarter.
Sequoia Financial Advisors sold 50,513 iShares International Select Dividend ETF shares in Q3 2021, an estimated $1.64M.
Sequoia Financial Advisors first reported a position in iShares International Select Dividend ETF in Q4 2015 and held it in 14 quarters.
Sequoia Financial Advisors's iShares International Select Dividend ETF position peaked at $1.64M in Q2 2021.
413 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q3 2021.

Based on Sequoia Financial Advisors's 13F filing for Q3 2021, filed 26 Oct 2021.