JWM
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Jackson Wealth Management’s iShares International Select Dividend ETF IDV Stock Holding History

Jackson Wealth 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
2015
Q1 		– Sell
-41,172
Closed -$1.39M – 127
2014
Q4 		$1.39M Buy
+41,172
New +$1.44M 0.45% 76

Other funds holding IDV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return
HT
Hefren-Tillotson Pittsburgh, Pennsylvania $523M AUM 4.13% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return

Jackson Wealth Management's IDV Position: Q1 2015 in Review

Jackson Wealth Management sold out of iShares International Select Dividend ETF (IDV) in Q1 2015, closing a stake of 41,172 shares — an estimated $1.39M sold.

Jackson Wealth Management first reported a position in IDV in Q4 2014 and held it in 1 quarter. The position peaked at $1.39M in Q4 2014. 252 funds tracked by Wall St. Rank hold IDV as of Q1 2015.

  • Jackson Wealth Management reported no remaining iShares International Select Dividend ETF position as of Q1 2015 after selling out during the quarter.
  • Jackson Wealth Management sold 41,172 iShares International Select Dividend ETF shares in Q1 2015, an estimated $1.39M.
  • Jackson Wealth Management first reported a position in iShares International Select Dividend ETF in Q4 2014 and held it in 1 quarter.
  • Jackson Wealth Management's iShares International Select Dividend ETF position peaked at $1.39M in Q4 2014.
  • 252 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2015.

Based on Jackson Wealth Management's 13F filing for Q1 2015, filed 4 May 2015.