IIC
KLDW

Integrated Investment Consultants’s Knowledge Leaders Developed World ETF KLDW Stock Holding History

Integrated Investment Consultants’s Portfolio KLDW Stock Details KLDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-2,314
Closed -$79K – 791
2018
Q1 		$79K Buy
+2,314
New +$79.4K 0.03% 365

Other funds holding KLDW

CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FF
Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VFPI
Vantage Financial Partners (Illinois) Arlington Heights, Illinois $402M AUM 12.97% 1-Year Est. Return
VHAM
Van Hulzen Asset Management El Dorado Hills, California $1.35B AUM 22.73% 1-Year Est. Return

Integrated Investment Consultants's KLDW Position: Q2 2018 in Review

Integrated Investment Consultants sold out of Knowledge Leaders Developed World ETF (KLDW) in Q2 2018, closing a stake of 2,314 shares — an estimated $79K sold.

Integrated Investment Consultants first reported a position in KLDW in Q1 2018 and held it in 1 quarter. The position peaked at $79K in Q1 2018. 20 funds tracked by Wall St. Rank hold KLDW as of Q2 2018.

  • Integrated Investment Consultants reported no remaining Knowledge Leaders Developed World ETF position as of Q2 2018 after selling out during the quarter.
  • Integrated Investment Consultants sold 2,314 Knowledge Leaders Developed World ETF shares in Q2 2018, an estimated $79K.
  • Integrated Investment Consultants first reported a position in Knowledge Leaders Developed World ETF in Q1 2018 and held it in 1 quarter.
  • Integrated Investment Consultants's Knowledge Leaders Developed World ETF position peaked at $79K in Q1 2018.
  • 20 funds tracked by Wall St. Rank held Knowledge Leaders Developed World ETF as of Q2 2018.

Based on Integrated Investment Consultants's 13F filing for Q2 2018, filed 1 Aug 2018.