KCM Investment Advisors’s iShares International Select Dividend ETF IDV Stock Holding History

KCM Investment 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
2022 Q3	–	Sell	-14,610	Closed	-$397K	–	388
2022 Q2	$397K	Buy	+14,610	New	+$440K	0.02%	285
2015 Q4	–	Sell	-27,510	Closed	-$774K	–	525
2015 Q3	$774K	Sell	27,510 -31,408	-53%	-$960K	0.06%	270
2015 Q2	$1.91M	Sell	58,918 -9,495	-14%	-$327K	0.15%	175
2015 Q1	$2.3M	Sell	68,413 -600	-0.9%	-$20.6K	0.18%	149
2014 Q4	$2.33M	Sell	69,013 -15,391	-18%	-$539K	0.2%	139
2014 Q3	$3.02M	Sell	84,404 -2,965	-3%	-$114K	0.28%	105
2014 Q2	$3.48M	Buy	+87,369	New	+$3.48M	0.33%	90

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

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

RFC

Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return

KCM Investment Advisors's IDV Position: Q3 2022 in Review

KCM Investment Advisors sold out of iShares International Select Dividend ETF (IDV) in Q3 2022, closing a stake of 14,610 shares — an estimated $397K sold.

KCM Investment Advisors first reported a position in IDV in Q2 2014 and held it in 7 quarters. The position peaked at $3.48M in Q2 2014. 416 funds tracked by Wall St. Rank hold IDV as of Q3 2022.

KCM Investment Advisors reported no remaining iShares International Select Dividend ETF position as of Q3 2022 after selling out during the quarter.
KCM Investment Advisors sold 14,610 iShares International Select Dividend ETF shares in Q3 2022, an estimated $397K.
KCM Investment Advisors first reported a position in iShares International Select Dividend ETF in Q2 2014 and held it in 7 quarters.
KCM Investment Advisors's iShares International Select Dividend ETF position peaked at $3.48M in Q2 2014.
416 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q3 2022.

Based on KCM Investment Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.