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Archford Capital Strategies’s iShares International Select Dividend ETF IDV Stock Holding History

Archford Capital Strategies’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
2019
Q3 		– Sell
-800
Closed -$25K – 359
2019
Q2 		$25K Buy
+800
New +$24.8K 0.01% 327
2015
Q1 		– Sell
-100
Closed -$3K – 770
2014
Q4 		$3K Buy
+100
New +$3.5K ﹤0.01% 444

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Archford Capital Strategies's IDV Position: Q3 2019 in Review

Archford Capital Strategies sold out of iShares International Select Dividend ETF (IDV) in Q3 2019, closing a stake of 800 shares — an estimated $25K sold.

Archford Capital Strategies first reported a position in IDV in Q4 2014 and held it in 2 quarters. The position peaked at $25K in Q2 2019. 377 funds tracked by Wall St. Rank hold IDV as of Q3 2019.

  • Archford Capital Strategies reported no remaining iShares International Select Dividend ETF position as of Q3 2019 after selling out during the quarter.
  • Archford Capital Strategies sold 800 iShares International Select Dividend ETF shares in Q3 2019, an estimated $25K.
  • Archford Capital Strategies first reported a position in iShares International Select Dividend ETF in Q4 2014 and held it in 2 quarters.
  • Archford Capital Strategies's iShares International Select Dividend ETF position peaked at $25K in Q2 2019.
  • 377 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q3 2019.

Based on Archford Capital Strategies's 13F filing for Q3 2019, filed 23 Oct 2019.