EA
IDV icon

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

Edge 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
2018
Q2 		$622K Sell
19,430
-40
-0.2% -$1.34K 0.06% 200
2018
Q1 		$642K Buy
+19,470
New +$663K 0.06% 199

Other funds holding IDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Edge Advisors's IDV Position: Q2 2018 in Review

Edge Advisors reduced its iShares International Select Dividend ETF (IDV) stake by 0.21% in Q2 2018, selling an estimated $1.34K and leaving 19,430 shares worth $622K. The position accounts for 0.06% of the portfolio, ranked #200.

Edge Advisors first reported a position in IDV in Q1 2018 and has held it in 2 quarters since. The position peaked at $642K in Q1 2018. 350 funds tracked by Wall St. Rank hold IDV as of Q2 2018.

  • Edge Advisors held 19,430 shares of iShares International Select Dividend ETF worth $622K as of Q2 2018.
  • Edge Advisors sold 40 iShares International Select Dividend ETF shares in Q2 2018, an estimated $1.34K.
  • iShares International Select Dividend ETF made up 0.06% of Edge Advisors's portfolio in Q2 2018, its #200 holding.
  • Edge Advisors first reported a position in iShares International Select Dividend ETF in Q1 2018 and has held it in 2 quarters since.
  • Edge Advisors's iShares International Select Dividend ETF position peaked at $642K in Q1 2018.
  • 350 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.