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

Ackerman Capital 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
2020
Q2 		– Sell
-134,525
Closed -$3.04M – 134
2020
Q1 		$3.04M Buy
134,525
+45,967
+52% +$1.39M 1.18% 18
2019
Q4 		$2.97M Buy
88,558
+4,081
+5% +$131K 0.88% 25
2019
Q3 		$2.6M Sell
84,477
-18,935
-18% -$572K 0.9% 24
2019
Q2 		$3.18K Buy
103,412
+207
+0.2% +$6.42K 0.02% 64
2019
Q1 		$3.19K Sell
103,205
-1,136
-1% -$35K 0.02% 60
2018
Q4 		$3K Buy
+104,341
New +$3.2M 0.23% 62
2018
Q1 		$6.47M Sell
191,514
-18,158
-9% -$618K 2.59% 12
2017
Q4 		$7.08M Buy
+209,672
New +$7.03M 3.01% 11
2017
Q2 		$7.03M Buy
+214,764
New +$6.96M 2.95% 11

Other funds holding IDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return