JSF Financial’s iShares International Select Dividend ETF IDV Stock Holding History

JSF Financial’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
2020 Q2	–	Sell	-18,636	Closed	-$421K	–	67
2020 Q1	$421K	Buy	18,636 +2,377	+15%	+$71.7K	0.43%	34
2019 Q4	$546K	Sell	16,259 -3,868	-19%	-$124K	0.54%	32
2019 Q3	$619K	Buy	20,127 +1,983	+11%	+$59.9K	0.67%	26
2019 Q2	$557K	Buy	18,144 +6,938	+62%	+$215K	0.61%	29
2019 Q1	$346K	Sell	11,206 -2,587	-19%	-$79.8K	0.38%	41
2018 Q4	$396K	Buy	+13,793	New	+$423K	0.41%	35

Other funds holding IDV

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

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

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

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

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MGIA

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

JSF Financial's IDV Position: Q2 2020 in Review

JSF Financial sold out of iShares International Select Dividend ETF (IDV) in Q2 2020, closing a stake of 18,636 shares — an estimated $421K sold.

JSF Financial first reported a position in IDV in Q4 2018 and held it in 6 quarters. The position peaked at $619K in Q3 2019. 379 funds tracked by Wall St. Rank hold IDV as of Q2 2020.

JSF Financial reported no remaining iShares International Select Dividend ETF position as of Q2 2020 after selling out during the quarter.
JSF Financial sold 18,636 iShares International Select Dividend ETF shares in Q2 2020, an estimated $421K.
JSF Financial first reported a position in iShares International Select Dividend ETF in Q4 2018 and held it in 6 quarters.
JSF Financial's iShares International Select Dividend ETF position peaked at $619K in Q3 2019.
379 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2020.

Based on JSF Financial's 13F filing for Q2 2020, filed 31 Jul 2020.