WFG Advisors’s iShares International Select Dividend ETF IDV Stock Holding History

WFG Advisors’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
2017 Q2	$564K	Buy	17,234 +2,793	+19%	+$90.5K	0.13%	187
2017 Q1	$454K	Sell	14,441 -2,357	-14%	-$72.7K	0.12%	186
2016 Q4	$497K	Buy	16,798 +58	+0.3%	+$1.7K	0.12%	206
2016 Q3	$502K	Sell	16,740 -66	-0.4%	-$1.95K	0.12%	182
2016 Q2	$481K	Sell	16,806 -5,411	-24%	-$157K	0.13%	173
2016 Q1	$644K	Sell	22,217 -1,015	-4%	-$27.9K	0.19%	133
2015 Q4	$667K	Buy	23,232 +1,133	+5%	+$33.4K	0.2%	124
2015 Q3	$622K	Sell	22,099 -2,584	-10%	-$79K	0.19%	122
2015 Q2	$798K	Buy	24,683 +6,174	+33%	+$213K	0.22%	104
2015 Q1	$623K	Buy	18,509 +6,755	+57%	+$232K	0.17%	136
2014 Q4	$396K	Buy	11,754 +2,092	+22%	+$73.3K	0.08%	272
2014 Q3	$346K	Buy	9,662 +4,992	+107%	+$192K	0.07%	334
2014 Q2	$186K	Buy	4,670 +3,088	+195%	+$123K	0.03%	457
2014 Q1	$61K	Buy	1,582 +1,100	+228%	+$41.5K	0.01%	831
2013 Q4	$18K	Buy	482 +8	+2%	+$299	﹤0.01%	1375
2013 Q3	$17K	Buy	474 +12	+3%	+$414	﹤0.01%	1332
2013 Q2	$15K	Buy	+462	New	+$15.9K	﹤0.01%	1315

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

MGIA

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

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

RFC

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

WFG Advisors's IDV Position: Q2 2017 in Review

WFG Advisors increased its iShares International Select Dividend ETF (IDV) stake by 19% in Q2 2017, buying an estimated $90.5K and bringing the position to 17,234 shares worth $564K. The position accounts for 0.13% of the portfolio, ranked #187.

WFG Advisors first reported a position in IDV in Q2 2013 and has held it in 17 quarters since. The position peaked at $798K in Q2 2015. 297 funds tracked by Wall St. Rank hold IDV as of Q2 2017.

WFG Advisors held 17,234 shares of iShares International Select Dividend ETF worth $564K as of Q2 2017.
WFG Advisors bought 2,793 iShares International Select Dividend ETF shares in Q2 2017, an estimated $90.5K.
iShares International Select Dividend ETF made up 0.13% of WFG Advisors's portfolio in Q2 2017, its #187 holding.
WFG Advisors first reported a position in iShares International Select Dividend ETF in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's iShares International Select Dividend ETF position peaked at $798K in Q2 2015.
297 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.