Constellation Wealth Advisors’s iShares International Select Dividend ETF IDV Stock Holding History

Constellation Wealth 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
2015 Q3	$367K	Hold	13,047	–	–	0.04%	68
2015 Q2	$422K	Sell	13,047 -2,974	-19%	-$102K	0.04%	144
2015 Q1	$539K	Hold	16,021	–	–	0.05%	141
2014 Q4	$540K	Buy	+16,021	New	+$562K	0.04%	136

Other funds holding IDV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BIM

BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

GFG

Gray Financial Group Atlanta, Georgia $257M AUM 11.6% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Constellation Wealth Advisors's IDV Position: Q3 2015 in Review

Constellation Wealth Advisors held its iShares International Select Dividend ETF (IDV) position steady in Q3 2015 at 13,047 shares worth $367K. The position accounts for 0.04% of the portfolio, ranked #68.

Constellation Wealth Advisors first reported a position in IDV in Q4 2014 and has held it in 4 quarters since. The position peaked at $540K in Q4 2014. 242 funds tracked by Wall St. Rank hold IDV as of Q3 2015.

Constellation Wealth Advisors held 13,047 shares of iShares International Select Dividend ETF worth $367K as of Q3 2015.
Constellation Wealth Advisors left its iShares International Select Dividend ETF share count unchanged in Q3 2015.
iShares International Select Dividend ETF made up 0.04% of Constellation Wealth Advisors's portfolio in Q3 2015, its #68 holding.
Constellation Wealth Advisors first reported a position in iShares International Select Dividend ETF in Q4 2014 and has held it in 4 quarters since.
Constellation Wealth Advisors's iShares International Select Dividend ETF position peaked at $540K in Q4 2014.
242 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q3 2015.

Based on Constellation Wealth Advisors's 13F filing for Q3 2015, filed 9 Nov 2015.