GG
IDV icon

Gofen & Glossberg’s iShares International Select Dividend ETF IDV Stock Holding History

Gofen & Glossberg’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
Q1 		– Sell
-6,255
Closed -$211K – 470
2017
Q4 		$211K Buy
+6,255
New +$210K 0.01% 445
2014
Q3 		– Sell
-11,565
Closed -$461K – 453
2014
Q2 		$461K Buy
11,565
+765
+7% +$30.5K 0.02% 274
2014
Q1 		$416K Hold
10,800
– – 0.02% 285
2013
Q4 		$410K Hold
10,800
– – 0.02% 282
2013
Q3 		$392K Hold
10,800
– – 0.02% 282
2013
Q2 		$344K Buy
+10,800
New +$372K 0.02% 288

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
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
US Bancorp
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
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return