EWF
IDV icon

Epstein & White Financial’s iShares International Select Dividend ETF IDV Stock Holding History

Epstein & White Financial’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
2020
Q1 		– Sell
-9,301
Closed -$313K – 82
2019
Q4 		$313K Sell
9,301
-3,738
-29% -$120K 0.14% 56
2019
Q3 		$397K Sell
13,039
-2,042
-14% -$61.7K 0.19% 48
2019
Q2 		$457K Buy
15,081
+714
+5% +$22.1K 0.24% 45
2019
Q1 		$439K Buy
14,367
+2,459
+21% +$75.8K 0.25% 43
2018
Q4 		$335K Sell
11,908
-443
-4% -$13.6K 0.21% 44
2018
Q3 		$401K Sell
12,351
-65
-0.5% -$2.13K 0.26% 42
2018
Q2 		$396K Sell
12,416
-4,292
-26% -$144K 0.29% 57
2018
Q1 		$552K Sell
16,708
-78,731
-82% -$2.68M 0.35% 46
2017
Q4 		$3.33M Buy
+95,439
New +$3.2M 1.93% 10

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 $564B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return