W
IDV icon

WealthOne’s iShares International Select Dividend ETF IDV Stock Holding History

WealthOne’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
2019
Q1 		– Sell
-3,152
Closed -$91K – 284
2018
Q4 		$91K Buy
+3,152
New +$96.7K 0.08% 132

Other funds holding IDV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WealthOne's IDV Position: Q1 2019 in Review

WealthOne sold out of iShares International Select Dividend ETF (IDV) in Q1 2019, closing a stake of 3,152 shares — an estimated $91K sold.

WealthOne first reported a position in IDV in Q4 2018 and held it in 1 quarter. The position peaked at $91K in Q4 2018. 391 funds tracked by Wall St. Rank hold IDV as of Q1 2019.

  • WealthOne reported no remaining iShares International Select Dividend ETF position as of Q1 2019 after selling out during the quarter.
  • WealthOne sold 3,152 iShares International Select Dividend ETF shares in Q1 2019, an estimated $91K.
  • WealthOne first reported a position in iShares International Select Dividend ETF in Q4 2018 and held it in 1 quarter.
  • WealthOne's iShares International Select Dividend ETF position peaked at $91K in Q4 2018.
  • 391 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.