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

CXI 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
Q4 		$24K Buy
+723
New +$23.2K 0.05% 45

Other funds holding IDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CXI Advisors's IDV Position: Q4 2019 in Review

CXI Advisors opened a new position in iShares International Select Dividend ETF (IDV) in Q4 2019: 723 shares worth $24K. The stake represents 0.05% of the portfolio and ranks #45 among its holdings.

427 funds tracked by Wall St. Rank hold IDV as of Q4 2019.

  • CXI Advisors held 723 shares of iShares International Select Dividend ETF worth $24K as of Q4 2019.
  • iShares International Select Dividend ETF was a new CXI Advisors position in Q4 2019.
  • iShares International Select Dividend ETF made up 0.05% of CXI Advisors's portfolio in Q4 2019, its #45 holding.
  • 427 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q4 2019.

Based on CXI Advisors's 13F filing for Q4 2019, filed 27 Jan 2020.