EWM
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Elmwood Wealth Management’s Invesco S&P International Developed Low Volatility ETF IDLV Stock Holding History

Elmwood Wealth Management’s Portfolio IDLV Stock Details IDLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-29
Closed -$1K – 199
2021
Q4 		$1K Buy
+29
New +$912 ﹤0.01% 354
2021
Q2 		$1K Hold
29
– – ﹤0.01% 320
2021
Q1 		$1K Buy
+29
New +$879 ﹤0.01% 310

Other funds holding IDLV

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Elmwood Wealth Management's IDLV Position: Q1 2022 in Review

Elmwood Wealth Management sold out of Invesco S&P International Developed Low Volatility ETF (IDLV) in Q1 2022, closing a stake of 29 shares — an estimated $1K sold.

Elmwood Wealth Management first reported a position in IDLV in Q1 2021 and held it in 3 quarters. The position peaked at $1K in Q4 2021. 94 funds tracked by Wall St. Rank hold IDLV as of Q1 2022.

  • Elmwood Wealth Management reported no remaining Invesco S&P International Developed Low Volatility ETF position as of Q1 2022 after selling out during the quarter.
  • Elmwood Wealth Management sold 29 Invesco S&P International Developed Low Volatility ETF shares in Q1 2022, an estimated $1K.
  • Elmwood Wealth Management first reported a position in Invesco S&P International Developed Low Volatility ETF in Q1 2021 and held it in 3 quarters.
  • Elmwood Wealth Management's Invesco S&P International Developed Low Volatility ETF position peaked at $1K in Q4 2021.
  • 94 funds tracked by Wall St. Rank held Invesco S&P International Developed Low Volatility ETF as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.