YorkBridge Wealth Partners’s iShares International Select Dividend ETF IDV Stock Holding History

YorkBridge Wealth Partners’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 Q1	–	Sell	-120	Closed	-$4.08K	–	860
2017 Q4	$4K	Hold	120	–	–	﹤0.01%	724
2017 Q3	$4K	Hold	120	–	–	﹤0.01%	724
2017 Q2	$4K	Hold	120	–	–	﹤0.01%	723
2017 Q1	$4K	Hold	120	–	–	﹤0.01%	708
2016 Q4	$3K	Buy	+120	New	+$3.51K	﹤0.01%	715

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

RFC

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

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

YorkBridge Wealth Partners's IDV Position: Q1 2018 in Review

YorkBridge Wealth Partners sold out of iShares International Select Dividend ETF (IDV) in Q1 2018, closing a stake of 120 shares — an estimated $4.08K sold.

YorkBridge Wealth Partners first reported a position in IDV in Q4 2016 and held it in 5 quarters. The position peaked at $4K in Q4 2017. 377 funds tracked by Wall St. Rank hold IDV as of Q1 2018.

YorkBridge Wealth Partners reported no remaining iShares International Select Dividend ETF position as of Q1 2018 after selling out during the quarter.
YorkBridge Wealth Partners sold 120 iShares International Select Dividend ETF shares in Q1 2018, an estimated $4.08K.
YorkBridge Wealth Partners first reported a position in iShares International Select Dividend ETF in Q4 2016 and held it in 5 quarters.
YorkBridge Wealth Partners's iShares International Select Dividend ETF position peaked at $4K in Q4 2017.
377 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q1 2018, filed 15 May 2018.