Karp Capital Management’s iShares International Select Dividend ETF IDV Stock Holding History

Karp Capital 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
2019 Q1	–	Sell	-1,500	Closed	-$43K	–	233
2018 Q4	$43K	Sell	1,500 -89,270	-98%	-$2.74M	0.02%	149
2018 Q3	$2.96M	Sell	90,770 -12,315	-12%	-$403K	1.02%	40
2018 Q2	$3.3M	Buy	103,085 +5,691	+6%	+$190K	1.3%	28
2018 Q1	$3.21M	Buy	97,394 +2,365	+2%	+$80.5K	1.3%	27
2017 Q4	$3.21M	Buy	95,029 +7,452	+9%	+$250K	1.36%	25
2017 Q3	$2.96M	Buy	87,577 +11,848	+16%	+$396K	1.37%	25
2017 Q2	$2.48M	Buy	+75,729	New	+$2.45M	1.23%	37
2015 Q4	–	Sell	-1,675	Closed	-$47K	–	180
2015 Q3	$47K	Hold	1,675	–	–	0.03%	170
2015 Q2	$54K	Hold	1,675	–	–	0.04%	164
2015 Q1	$56K	Sell	1,675 -175	-9%	-$6.01K	0.04%	162
2014 Q4	$62K	Buy	+1,850	New	+$64.8K	0.05%	154

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Karp Capital Management's IDV Position: Q1 2019 in Review

Karp Capital Management sold out of iShares International Select Dividend ETF (IDV) in Q1 2019, closing a stake of 1,500 shares — an estimated $43K sold.

Karp Capital Management first reported a position in IDV in Q4 2014 and held it in 11 quarters. The position peaked at $3.3M in Q2 2018. 391 funds tracked by Wall St. Rank hold IDV as of Q1 2019.

Karp Capital Management reported no remaining iShares International Select Dividend ETF position as of Q1 2019 after selling out during the quarter.
Karp Capital Management sold 1,500 iShares International Select Dividend ETF shares in Q1 2019, an estimated $43K.
Karp Capital Management first reported a position in iShares International Select Dividend ETF in Q4 2014 and held it in 11 quarters.
Karp Capital Management's iShares International Select Dividend ETF position peaked at $3.3M in Q2 2018.
391 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2019.

Based on Karp Capital Management's 13F filing for Q1 2019, filed 7 May 2019.