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Avalon Investment & Advisory’s iShares International Select Dividend ETF IDV Stock Holding History

Avalon Investment & Advisory’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
Q1 		– Sell
-70,190
Closed -$2.02M – 346
2018
Q4 		$2.02M Buy
+70,190
New +$2.15M 0.05% 205

Other funds holding IDV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Avalon Investment & Advisory's IDV Position: Q1 2019 in Review

Avalon Investment & Advisory sold out of iShares International Select Dividend ETF (IDV) in Q1 2019, closing a stake of 70,190 shares — an estimated $2.02M sold.

Avalon Investment & Advisory first reported a position in IDV in Q4 2018 and held it in 1 quarter. The position peaked at $2.02M in Q4 2018. 391 funds tracked by Wall St. Rank hold IDV as of Q1 2019.

  • Avalon Investment & Advisory reported no remaining iShares International Select Dividend ETF position as of Q1 2019 after selling out during the quarter.
  • Avalon Investment & Advisory sold 70,190 iShares International Select Dividend ETF shares in Q1 2019, an estimated $2.02M.
  • Avalon Investment & Advisory first reported a position in iShares International Select Dividend ETF in Q4 2018 and held it in 1 quarter.
  • Avalon Investment & Advisory's iShares International Select Dividend ETF position peaked at $2.02M in Q4 2018.
  • 391 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2019.

Based on Avalon Investment & Advisory's 13F filing for Q1 2019, filed 24 Apr 2019.