Genovese Burford & Brothers Wealth & Retirement Plan Management’s iShares International Select Dividend ETF IDV Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan Management’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 Q4	–	Sell	-12,500	Closed	-$408K	–	95
2018 Q3	$408K	Buy	+12,500	New	+$409K	0.14%	58

Other funds holding IDV

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

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

RFC

Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's IDV Position: Q4 2018 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of iShares International Select Dividend ETF (IDV) in Q4 2018, closing a stake of 12,500 shares — an estimated $408K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in IDV in Q3 2018 and held it in 1 quarter. The position peaked at $408K in Q3 2018. 379 funds tracked by Wall St. Rank hold IDV as of Q4 2018.

Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining iShares International Select Dividend ETF position as of Q4 2018 after selling out during the quarter.
Genovese Burford & Brothers Wealth & Retirement Plan Management sold 12,500 iShares International Select Dividend ETF shares in Q4 2018, an estimated $408K.
Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in iShares International Select Dividend ETF in Q3 2018 and held it in 1 quarter.
Genovese Burford & Brothers Wealth & Retirement Plan Management's iShares International Select Dividend ETF position peaked at $408K in Q3 2018.
379 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q4 2018.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q4 2018, filed 30 Jan 2019.