Simply Money Advisors’s iShares International Select Dividend ETF IDV Stock Holding History

Simply Money 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
2013 Q4	–	Sell	-73	Closed	-$3K	–	114
2013 Q3	$3K	Sell	73 -3,504	-98%	-$121K	﹤0.01%	99
2013 Q2	$114K	Buy	+3,577	New	+$123K	0.02%	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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

HTC

Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return

Baird Milwaukee, Wisconsin $9.78B AUM 11.39% 1-Year Est. Return

BIM

BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return

Simply Money Advisors's IDV Position: Q4 2013 in Review

Simply Money Advisors sold out of iShares International Select Dividend ETF (IDV) in Q4 2013, closing a stake of 73 shares — an estimated $3K sold.

Simply Money Advisors first reported a position in IDV in Q2 2013 and held it in 2 quarters. The position peaked at $114K in Q2 2013. 201 funds tracked by Wall St. Rank hold IDV as of Q4 2013.

Simply Money Advisors reported no remaining iShares International Select Dividend ETF position as of Q4 2013 after selling out during the quarter.
Simply Money Advisors sold 73 iShares International Select Dividend ETF shares in Q4 2013, an estimated $3K.
Simply Money Advisors first reported a position in iShares International Select Dividend ETF in Q2 2013 and held it in 2 quarters.
Simply Money Advisors's iShares International Select Dividend ETF position peaked at $114K in Q2 2013.
201 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q4 2013.

Based on Simply Money Advisors's 13F filing for Q4 2013, filed 22 Jan 2014.