WLIM
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White Lighthouse Investment Management’s iShares International Select Dividend ETF IDV Stock Holding History

White Lighthouse Investment 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
Q4 		– Sell
-6,562
Closed -$214K – 117
2018
Q3 		$214K Hold
6,562
– – 0.11% 111
2018
Q2 		$210K Sell
6,562
-16,214
-71% -$542K 0.12% 113
2018
Q1 		$752K Sell
22,776
-2,568
-10% -$87.4K 0.43% 57
2017
Q4 		$856K Buy
+25,344
New +$849K 0.49% 51

Other funds holding IDV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
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
US Bancorp
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
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

White Lighthouse Investment Management's IDV Position: Q4 2018 in Review

White Lighthouse Investment Management sold out of iShares International Select Dividend ETF (IDV) in Q4 2018, closing a stake of 6,562 shares — an estimated $214K sold.

White Lighthouse Investment Management first reported a position in IDV in Q4 2017 and held it in 4 quarters. The position peaked at $856K in Q4 2017. 379 funds tracked by Wall St. Rank hold IDV as of Q4 2018.

  • White Lighthouse Investment Management reported no remaining iShares International Select Dividend ETF position as of Q4 2018 after selling out during the quarter.
  • White Lighthouse Investment Management sold 6,562 iShares International Select Dividend ETF shares in Q4 2018, an estimated $214K.
  • White Lighthouse Investment Management first reported a position in iShares International Select Dividend ETF in Q4 2017 and held it in 4 quarters.
  • White Lighthouse Investment Management's iShares International Select Dividend ETF position peaked at $856K in Q4 2017.
  • 379 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q4 2018.

Based on White Lighthouse Investment Management's 13F filing for Q4 2018, filed 23 Jan 2019.