CIA
IDLV icon

Choate Investment Advisors’s Invesco S&P International Developed Low Volatility ETF IDLV Stock Holding History

Choate Investment Advisors’s Portfolio IDLV Stock Details IDLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2,225
Closed -$73.7K – 452
2025
Q2 		$73.7K Buy
+2,225
New +$71.2K ﹤0.01% 431
2023
Q4 		– Sell
-2,225
Closed -$58.1K – 403
2023
Q3 		$58.1K Hold
2,225
– – ﹤0.01% 395
2023
Q2 		$60.9K Hold
2,225
– – ﹤0.01% 315
2023
Q1 		$60.9K Hold
2,225
– – ﹤0.01% 290
2022
Q4 		$59.6K Buy
+2,225
New +$57.4K ﹤0.01% 298
2021
Q2 		– Sell
-65,615
Closed -$2M – 359
2021
Q1 		$2M Buy
65,615
+2,180
+3% +$66.1K 0.12% 73
2020
Q4 		$1.9M Sell
63,435
-645
-1% -$18.8K 0.12% 71
2020
Q3 		$1.82M Sell
64,080
-15,824
-20% -$449K 0.12% 73
2020
Q2 		$2.21M Sell
79,904
-216,914
-73% -$5.89M 0.16% 56
2020
Q1 		$7.8M Sell
296,818
-174,423
-37% -$5.54M 0.62% 21
2019
Q4 		$16.1M Buy
471,241
+8,938
+2% +$308K 0.98% 17
2019
Q3 		$15.8M Buy
462,303
+94,463
+26% +$3.2M 0.98% 16
2019
Q2 		$12.5M Buy
367,840
+319,315
+658% +$10.6M 0.75% 19
2019
Q1 		$1.59M Buy
48,525
+24,550
+102% +$784K 0.09% 83
2018
Q4 		$715K Buy
+23,975
New +$743K 0.05% 124
2018
Q2 		– Sell
-18,325
Closed -$607K – 233
2018
Q1 		$607K Buy
18,325
+290
+2% +$9.77K 0.03% 152
2017
Q4 		$607K Sell
18,035
-1,095
-6% -$36.6K 0.03% 161
2017
Q3 		$635K Sell
19,130
-953
-5% -$31.4K 0.03% 156
2017
Q2 		$649K Sell
20,083
-2,430
-11% -$77.3K 0.04% 150
2017
Q1 		$693K Sell
22,513
-869
-4% -$25.9K 0.04% 141
2016
Q4 		$665K Sell
23,382
-28,959
-55% -$839K 0.04% 139
2016
Q3 		$1.6M Sell
52,341
-1,927
-4% -$59K 0.11% 91
2016
Q2 		$1.62M Sell
54,268
-192,878
-78% -$5.8M 0.11% 84
2016
Q1 		$7.4M Sell
247,146
-3,171,061
-93% -$88.6M 0.51% 27
2015
Q4 		$106M Sell
3,418,207
-551,130
-14% -$16.1M 7.7% 2
2015
Q3 		$112M Buy
3,969,337
+31,412
+0.8% +$934K 7.68% 4
2015
Q2 		$121M Buy
3,937,925
+116,881
+3% +$3.74M 6.99% 4
2015
Q1 		$119M Buy
3,821,044
+402,007
+12% +$12.6M 6.76% 4
2014
Q4 		$106M Buy
3,419,037
+325,890
+11% +$10.2M 6.21% 3
2014
Q3 		$98M Buy
3,093,147
+276,247
+10% +$9.16M 5.92% 4
2014
Q2 		$94.3M Buy
2,816,900
+307,887
+12% +$10.2M 5.53% 4
2014
Q1 		$80.5M Buy
2,509,013
+502,340
+25% +$15.6M 5% 4
2013
Q4 		$63.3M Buy
2,006,673
+779,220
+63% +$24.3M 4.14% 4
2013
Q3 		$37.5M Buy
1,227,453
+843,328
+220% +$25.3M 2.77% 9
2013
Q2 		$11M Buy
+384,125
New +$11.7M 0.88% 20

Other funds holding IDLV

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Choate Investment Advisors's IDLV Position: Q3 2025 in Review

Choate Investment Advisors sold out of Invesco S&P International Developed Low Volatility ETF (IDLV) in Q3 2025, closing a stake of 2,225 shares — an estimated $73.7K sold.

Choate Investment Advisors first reported a position in IDLV in Q2 2013 and held it in 35 quarters. The position peaked at $121M in Q2 2015. 98 funds tracked by Wall St. Rank hold IDLV as of Q3 2025.

  • Choate Investment Advisors reported no remaining Invesco S&P International Developed Low Volatility ETF position as of Q3 2025 after selling out during the quarter.
  • Choate Investment Advisors sold 2,225 Invesco S&P International Developed Low Volatility ETF shares in Q3 2025, an estimated $73.7K.
  • Choate Investment Advisors first reported a position in Invesco S&P International Developed Low Volatility ETF in Q2 2013 and held it in 35 quarters.
  • Choate Investment Advisors's Invesco S&P International Developed Low Volatility ETF position peaked at $121M in Q2 2015.
  • 98 funds tracked by Wall St. Rank held Invesco S&P International Developed Low Volatility ETF as of Q3 2025.

Based on Choate Investment Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.