Valley National Advisers’s iShares International Select Dividend ETF IDV Stock Holding History

Valley National Advisers’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	-108	Closed	-$3K	–	901
2021 Q2	$3K	Hold	108	–	–	﹤0.01%	738
2021 Q1	$3K	Hold	108	–	–	﹤0.01%	692
2020 Q4	$3K	Buy	+108	New	+$2.95K	﹤0.01%	662
2019 Q1	–	Sell	-271	Closed	-$8K	–	777
2018 Q4	$8K	Buy	+271	New	+$8.31K	﹤0.01%	474

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

Valley National Advisers's IDV Position: Q3 2021 in Review

Valley National Advisers sold out of iShares International Select Dividend ETF (IDV) in Q3 2021, closing a stake of 108 shares — an estimated $3K sold.

Valley National Advisers first reported a position in IDV in Q4 2018 and held it in 4 quarters. The position peaked at $8K in Q4 2018. 413 funds tracked by Wall St. Rank hold IDV as of Q3 2021.

Valley National Advisers reported no remaining iShares International Select Dividend ETF position as of Q3 2021 after selling out during the quarter.
Valley National Advisers sold 108 iShares International Select Dividend ETF shares in Q3 2021, an estimated $3K.
Valley National Advisers first reported a position in iShares International Select Dividend ETF in Q4 2018 and held it in 4 quarters.
Valley National Advisers's iShares International Select Dividend ETF position peaked at $8K in Q4 2018.
413 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q3 2021.

Based on Valley National Advisers's 13F filing for Q3 2021, filed 10 Nov 2021.