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Capstone Triton Financial Group’s iShares International Select Dividend ETF IDV Stock Holding History

Capstone Triton Financial Group’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
2021
Q1 		– Sell
-1,159
Closed -$34K – 204
2020
Q4 		$34K Buy
+1,159
New +$31.7K 0.02% 231

Other funds holding IDV

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capstone Triton Financial Group's IDV Position: Q1 2021 in Review

Capstone Triton Financial Group sold out of iShares International Select Dividend ETF (IDV) in Q1 2021, closing a stake of 1,159 shares — an estimated $34K sold.

Capstone Triton Financial Group first reported a position in IDV in Q4 2020 and held it in 1 quarter. The position peaked at $34K in Q4 2020. 415 funds tracked by Wall St. Rank hold IDV as of Q1 2021.

  • Capstone Triton Financial Group reported no remaining iShares International Select Dividend ETF position as of Q1 2021 after selling out during the quarter.
  • Capstone Triton Financial Group sold 1,159 iShares International Select Dividend ETF shares in Q1 2021, an estimated $34K.
  • Capstone Triton Financial Group first reported a position in iShares International Select Dividend ETF in Q4 2020 and held it in 1 quarter.
  • Capstone Triton Financial Group's iShares International Select Dividend ETF position peaked at $34K in Q4 2020.
  • 415 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2021.

Based on Capstone Triton Financial Group's 13F filing for Q1 2021, filed 17 May 2021.