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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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return