Summit Wealth & Retirement Planning’s iShares International Select Dividend ETF IDV Stock Holding History

Summit Wealth & Retirement Planning’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	-22,939	Closed	-$572K	–	113
2020 Q3	$572K	Sell	22,939 -307	-1%	-$7.96K	0.25%	67
2020 Q2	$584K	Buy	23,246 +5,024	+28%	+$121K	0.27%	67
2020 Q1	$412K	Sell	18,222 -1	-0%	-$30	0.22%	76
2019 Q4	$612K	Buy	18,223 +2,087	+13%	+$67.1K	0.27%	72
2019 Q3	$496K	Sell	16,136 -2,259	-12%	-$68.2K	0.3%	71
2019 Q2	$565K	Buy	18,395 +1,312	+8%	+$40.7K	0.33%	68
2019 Q1	$527K	Buy	17,083 +3,288	+24%	+$101K	0.31%	75
2018 Q4	$396K	Buy	+13,795	New	+$423K	0.3%	70

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

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 22.96% 1-Year Est. Return

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

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Summit Wealth & Retirement Planning's IDV Position: Q4 2020 in Review

Summit Wealth & Retirement Planning sold out of iShares International Select Dividend ETF (IDV) in Q4 2020, closing a stake of 22,939 shares — an estimated $572K sold.

Summit Wealth & Retirement Planning first reported a position in IDV in Q4 2018 and held it in 8 quarters. The position peaked at $612K in Q4 2019. 390 funds tracked by Wall St. Rank hold IDV as of Q4 2020.

Summit Wealth & Retirement Planning reported no remaining iShares International Select Dividend ETF position as of Q4 2020 after selling out during the quarter.
Summit Wealth & Retirement Planning sold 22,939 iShares International Select Dividend ETF shares in Q4 2020, an estimated $572K.
Summit Wealth & Retirement Planning first reported a position in iShares International Select Dividend ETF in Q4 2018 and held it in 8 quarters.
Summit Wealth & Retirement Planning's iShares International Select Dividend ETF position peaked at $612K in Q4 2019.
390 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q4 2020.

Based on Summit Wealth & Retirement Planning's 13F filing for Q4 2020, filed 9 Feb 2021.