Wealthspire Advisors (Maryland)’s iShares International Select Dividend ETF IDV Stock Holding History

Wealthspire Advisors (Maryland)’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 Q4	–	Sell	-1,000	Closed	-$33K	–	2496
2018 Q3	$33K	Hold	1,000	–	–	﹤0.01%	1109
2018 Q2	$32K	Hold	1,000	–	–	﹤0.01%	1123
2018 Q1	$33K	Sell	1,000 -1,003	-50%	-$34.1K	﹤0.01%	1132
2017 Q4	$68K	Buy	2,003 +1,003	+100%	+$33.6K	0.01%	877
2017 Q3	$34K	Hold	1,000	–	–	﹤0.01%	1106
2017 Q2	$33K	Hold	1,000	–	–	﹤0.01%	1093
2017 Q1	$31K	Hold	1,000	–	–	﹤0.01%	943
2016 Q4	$30K	Hold	1,000	–	–	﹤0.01%	905
2016 Q3	$30K	Hold	1,000	–	–	﹤0.01%	929
2016 Q2	$29K	Hold	1,000	–	–	﹤0.01%	878
2016 Q1	$29K	Hold	1,000	–	–	0.01%	849
2015 Q4	$29K	Buy	+1,000	New	+$29.5K	0.01%	852

Other funds holding IDV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

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

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

MGIA

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

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

RFC

Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s IDV Position: Q4 2018 in Review

Wealthspire Advisors (Maryland) sold out of iShares International Select Dividend ETF (IDV) in Q4 2018, closing a stake of 1,000 shares — an estimated $33K sold.

Wealthspire Advisors (Maryland) first reported a position in IDV in Q4 2015 and held it in 12 quarters. The position peaked at $68K in Q4 2017. 379 funds tracked by Wall St. Rank hold IDV as of Q4 2018.

Wealthspire Advisors (Maryland) reported no remaining iShares International Select Dividend ETF position as of Q4 2018 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 1,000 iShares International Select Dividend ETF shares in Q4 2018, an estimated $33K.
Wealthspire Advisors (Maryland) first reported a position in iShares International Select Dividend ETF in Q4 2015 and held it in 12 quarters.
Wealthspire Advisors (Maryland)'s iShares International Select Dividend ETF position peaked at $68K in Q4 2017.
379 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q4 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2018, filed 14 Feb 2019.