Independent Portfolio Consultants’s iShares International Select Dividend ETF IDV Stock Holding History

Independent Portfolio Consultants’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
2017 Q2	$59K	Sell	1,810 -1,975	-52%	-$64K	0.02%	496
2017 Q1	$119K	Sell	3,785 -9,245	-71%	-$285K	0.04%	414
2016 Q4	$385K	Sell	13,030 -5,295	-29%	-$155K	0.13%	239
2016 Q3	$549K	Sell	18,325 -725	-4%	-$21.4K	0.17%	215
2016 Q2	$545K	Sell	19,050 -1,430	-7%	-$41.5K	0.17%	208
2016 Q1	$594K	Sell	20,480 -1,775	-8%	-$48.9K	0.17%	185
2015 Q4	$639K	Buy	+22,255	New	+$656K	0.19%	160
2015 Q3	–	Sell	-22,572	Closed	-$730K	–	824
2015 Q2	$730K	Sell	22,572 -15,940	-41%	-$549K	0.15%	199
2015 Q1	$1.3M	Buy	+38,512	New	+$1.32M	0.27%	136

Other funds holding IDV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

RFC

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

Independent Portfolio Consultants's IDV Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its iShares International Select Dividend ETF (IDV) stake by 52% in Q2 2017, selling an estimated $64K and leaving 1,810 shares worth $59K. The position accounts for 0.02% of the portfolio, ranked #496.

Independent Portfolio Consultants first reported a position in IDV in Q1 2015 and has held it in 9 quarters since. The position peaked at $1.3M in Q1 2015. 297 funds tracked by Wall St. Rank hold IDV as of Q2 2017.

Independent Portfolio Consultants held 1,810 shares of iShares International Select Dividend ETF worth $59K as of Q2 2017.
Independent Portfolio Consultants sold 1,975 iShares International Select Dividend ETF shares in Q2 2017, an estimated $64K.
iShares International Select Dividend ETF made up 0.02% of Independent Portfolio Consultants's portfolio in Q2 2017, its #496 holding.
Independent Portfolio Consultants first reported a position in iShares International Select Dividend ETF in Q1 2015 and has held it in 9 quarters since.
Independent Portfolio Consultants's iShares International Select Dividend ETF position peaked at $1.3M in Q1 2015.
297 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.