Concert Wealth Management’s iShares International Select Dividend ETF IDV Stock Holding History

Concert Wealth 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
2017 Q2	–	Sell	-24,435	Closed	-$722K	–	278
2017 Q1	$722K	Buy	+24,435	New	+$753K	0.16%	180
2016 Q4	–	Sell	-32,614	Closed	-$974K	–	684
2016 Q3	$974K	Buy	+32,614	New	+$964K	0.12%	225
2016 Q2	–	Sell	-153,752	Closed	-$4.47M	–	709
2016 Q1	$4.47M	Buy	153,752 +3,535	+2%	+$97.3K	0.6%	29
2015 Q4	$4.31M	Buy	150,217 +88,398	+143%	+$2.61M	0.58%	33
2015 Q3	$1.74M	Sell	61,819 -3,650	-6%	-$112K	0.24%	100
2015 Q2	$2.11M	Buy	+65,469	New	+$2.25M	0.27%	81

Other funds holding IDV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

RFC

Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return

Concert Wealth Management's IDV Position: Q2 2017 in Review

Concert Wealth Management sold out of iShares International Select Dividend ETF (IDV) in Q2 2017, closing a stake of 24,435 shares — an estimated $722K sold.

Concert Wealth Management first reported a position in IDV in Q2 2015 and held it in 6 quarters. The position peaked at $4.47M in Q1 2016. 297 funds tracked by Wall St. Rank hold IDV as of Q2 2017.

Concert Wealth Management reported no remaining iShares International Select Dividend ETF position as of Q2 2017 after selling out during the quarter.
Concert Wealth Management sold 24,435 iShares International Select Dividend ETF shares in Q2 2017, an estimated $722K.
Concert Wealth Management first reported a position in iShares International Select Dividend ETF in Q2 2015 and held it in 6 quarters.
Concert Wealth Management's iShares International Select Dividend ETF position peaked at $4.47M in Q1 2016.
297 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.