EDRIA
IDV icon

Edmonds Duncan Registered Investment Advisors’s iShares International Select Dividend ETF IDV Stock Holding History

Edmonds Duncan Registered Investment 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
2017
Q3 		– Sell
-59,189
Closed -$1.94M – 109
2017
Q2 		$1.94M Buy
59,189
+1,613
+3% +$52.3K 1.12% 25
2017
Q1 		$1.83M Sell
57,576
-1,366
-2% -$42.1K 0.97% 29
2016
Q4 		$1.74M Buy
58,942
+5,552
+10% +$162K 1.01% 29
2016
Q3 		$1.56M Buy
53,390
+15,196
+40% +$449K 0.94% 32
2016
Q2 		$1.15M Buy
38,194
+2,192
+6% +$63.7K 0.69% 37
2016
Q1 		$1.04M Buy
36,002
+1,414
+4% +$38.9K 0.7% 38
2015
Q4 		$993K Buy
+34,588
New +$1.02M 0.68% 38

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 $431B AUM 30.22% 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 $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return