SVA Wealth Management’s iShares International Select Dividend ETF IDV Stock Holding History

SVA Wealth Management’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
2018 Q2	–	Sell	-9,549	Closed	-$322K	–	221
2018 Q1	$322K	Buy	+9,549	New	+$325K	0.04%	171
2017 Q4	–	Sell	-9,549	Closed	-$322K	–	207
2017 Q3	$322K	Sell	9,549 -1,100	-10%	-$36.7K	0.04%	171
2017 Q2	$348K	Sell	10,649 -3,950	-27%	-$128K	0.05%	155
2017 Q1	$459K	Sell	14,599 -5,667	-28%	-$175K	0.06%	139
2016 Q4	$599K	Buy	20,266 +191	+1%	+$5.58K	0.09%	131
2016 Q3	$602K	Sell	20,075 -277	-1%	-$8.19K	0.09%	131
2016 Q2	$583K	Sell	20,352 -7,464	-27%	-$217K	0.09%	131
2016 Q1	$806K	Sell	27,816 -93,342	-77%	-$2.57M	0.13%	118
2015 Q4	$3.48M	Sell	121,158 -87,948	-42%	-$2.59M	0.6%	58
2015 Q3	$5.88M	Sell	209,106 -18,364	-8%	-$561K	1.1%	24
2015 Q2	$7.35M	Buy	227,470 +13,635	+6%	+$469K	1.35%	15
2015 Q1	$7.19M	Buy	213,835 +4,304	+2%	+$148K	1.31%	16
2014 Q4	$7.06M	Buy	209,531 +42,251	+25%	+$1.48M	2.56%	11
2014 Q3	$5.99M	Buy	167,280 +20,128	+14%	+$774K	2.55%	9
2014 Q2	$5.87M	Buy	147,152 +39,193	+36%	+$1.56M	2.51%	9
2014 Q1	$4.17M	Buy	107,959 +38,926	+56%	+$1.47M	1.97%	14
2013 Q4	$2.62M	Buy	+69,033	New	+$2.58M	1.56%	15

Other funds holding IDV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

RFC

Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return

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

SVA Wealth Management's IDV Position: Q2 2018 in Review

SVA Wealth Management sold out of iShares International Select Dividend ETF (IDV) in Q2 2018, closing a stake of 9,549 shares — an estimated $322K sold.

SVA Wealth Management first reported a position in IDV in Q4 2013 and held it in 17 quarters. The position peaked at $7.35M in Q2 2015. 350 funds tracked by Wall St. Rank hold IDV as of Q2 2018.

SVA Wealth Management reported no remaining iShares International Select Dividend ETF position as of Q2 2018 after selling out during the quarter.
SVA Wealth Management sold 9,549 iShares International Select Dividend ETF shares in Q2 2018, an estimated $322K.
SVA Wealth Management first reported a position in iShares International Select Dividend ETF in Q4 2013 and held it in 17 quarters.
SVA Wealth Management's iShares International Select Dividend ETF position peaked at $7.35M in Q2 2015.
350 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2018.

Based on SVA Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.