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Armbruster Capital Management’s iShares International Select Dividend ETF IDV Stock Holding History

Armbruster Capital 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
Q2 		– Sell
-270
Closed -$9K – 128
2018
Q1 		$9K Hold
270
– – ﹤0.01% 185
2017
Q4 		$9K Hold
270
– – ﹤0.01% 201
2017
Q3 		$9K Hold
270
– – ﹤0.01% 198
2017
Q2 		$9K Hold
270
– – ﹤0.01% 217
2017
Q1 		$8K Hold
270
– – ﹤0.01% 221
2016
Q4 		$8K Hold
270
– – ﹤0.01% 223
2016
Q3 		$8K Hold
270
– – 0.01% 219
2016
Q2 		$8K Hold
270
– – 0.01% 222
2016
Q1 		$8K Hold
270
– – 0.01% 250
2015
Q4 		$8K Buy
+270
New +$7.96K 0.01% 241

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Bank of America
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Ameriprise
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UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return