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

Berman 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
2019
Q3 		– Sell
-243
Closed -$7K – 1500
2019
Q2 		$7K Buy
+243
New +$7.54K ﹤0.01% 862

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
US Bancorp
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Berman Capital Advisors's IDV Position: Q3 2019 in Review

Berman Capital Advisors sold out of iShares International Select Dividend ETF (IDV) in Q3 2019, closing a stake of 243 shares — an estimated $7K sold.

Berman Capital Advisors first reported a position in IDV in Q2 2019 and held it in 1 quarter. The position peaked at $7K in Q2 2019. 377 funds tracked by Wall St. Rank hold IDV as of Q3 2019.

  • Berman Capital Advisors reported no remaining iShares International Select Dividend ETF position as of Q3 2019 after selling out during the quarter.
  • Berman Capital Advisors sold 243 iShares International Select Dividend ETF shares in Q3 2019, an estimated $7K.
  • Berman Capital Advisors first reported a position in iShares International Select Dividend ETF in Q2 2019 and held it in 1 quarter.
  • Berman Capital Advisors's iShares International Select Dividend ETF position peaked at $7K in Q2 2019.
  • 377 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q3 2019.

Based on Berman Capital Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.