Intercontinental Wealth Advisors’s iShares International Select Dividend ETF IDV Stock Holding History

Intercontinental Wealth Advisors’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
2016 Q1	–	Sell	-15,080	Closed	-$433K	–	129
2015 Q4	$433K	Buy	+15,080	New	+$445K	0.3%	78

Other funds holding IDV

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

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

MGIA

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

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

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

BIM

BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Intercontinental Wealth Advisors's IDV Position: Q1 2016 in Review

Intercontinental Wealth Advisors sold out of iShares International Select Dividend ETF (IDV) in Q1 2016, closing a stake of 15,080 shares — an estimated $433K sold.

Intercontinental Wealth Advisors first reported a position in IDV in Q4 2015 and held it in 1 quarter. The position peaked at $433K in Q4 2015. 248 funds tracked by Wall St. Rank hold IDV as of Q1 2016.

Intercontinental Wealth Advisors reported no remaining iShares International Select Dividend ETF position as of Q1 2016 after selling out during the quarter.
Intercontinental Wealth Advisors sold 15,080 iShares International Select Dividend ETF shares in Q1 2016, an estimated $433K.
Intercontinental Wealth Advisors first reported a position in iShares International Select Dividend ETF in Q4 2015 and held it in 1 quarter.
Intercontinental Wealth Advisors's iShares International Select Dividend ETF position peaked at $433K in Q4 2015.
248 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2016.

Based on Intercontinental Wealth Advisors's 13F filing for Q1 2016, filed 9 Mar 2018.