KWA
IDV icon

KCS Wealth Advisory’s iShares International Select Dividend ETF IDV Stock Holding History

KCS Wealth Advisory’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
Q4 		– Sell
-462
Closed -$14.2K – 254
2019
Q3 		$14.2K Buy
+462
New +$13.9K 0.01% 326

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

KCS Wealth Advisory's IDV Position: Q4 2019 in Review

KCS Wealth Advisory sold out of iShares International Select Dividend ETF (IDV) in Q4 2019, closing a stake of 462 shares — an estimated $14.2K sold.

KCS Wealth Advisory first reported a position in IDV in Q3 2019 and held it in 1 quarter. The position peaked at $14.2K in Q3 2019. 427 funds tracked by Wall St. Rank hold IDV as of Q4 2019.

  • KCS Wealth Advisory reported no remaining iShares International Select Dividend ETF position as of Q4 2019 after selling out during the quarter.
  • KCS Wealth Advisory sold 462 iShares International Select Dividend ETF shares in Q4 2019, an estimated $14.2K.
  • KCS Wealth Advisory first reported a position in iShares International Select Dividend ETF in Q3 2019 and held it in 1 quarter.
  • KCS Wealth Advisory's iShares International Select Dividend ETF position peaked at $14.2K in Q3 2019.
  • 427 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q4 2019.

Based on KCS Wealth Advisory's 13F filing for Q4 2019, filed 15 Jan 2020.