Gary Goldberg Planning Services’s iShares International Select Dividend ETF IDV Stock Holding History

Gary Goldberg Planning Services’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
2014 Q4	$35K	Buy	+1,044	New	+$36.6K	0.01%	254

Other funds holding IDV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Hefren-Tillotson Pittsburgh, Pennsylvania $523M AUM 4.13% 1-Year Est. Return

HTC

Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Gary Goldberg Planning Services's IDV Position: Q4 2014 in Review

Gary Goldberg Planning Services opened a new position in iShares International Select Dividend ETF (IDV) in Q4 2014: 1,044 shares worth $35K. The stake represents 0.01% of the portfolio and ranks #254 among its holdings.

257 funds tracked by Wall St. Rank hold IDV as of Q4 2014.

Gary Goldberg Planning Services held 1,044 shares of iShares International Select Dividend ETF worth $35K as of Q4 2014.
iShares International Select Dividend ETF was a new Gary Goldberg Planning Services position in Q4 2014.
iShares International Select Dividend ETF made up 0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #254 holding.
257 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.