KFS
IDV icon

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

Kissinger Financial Services’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
2017
Q2 		$4.23M Buy
129,138
+1,741
+1% +$56.4K 4.21% 3
2017
Q1 		$4.01M Sell
127,397
-257
-0.2% -$7.92K 4.13% 3
2016
Q4 		$3.77M Buy
127,654
+4,129
+3% +$121K 3.95% 3
2016
Q3 		$3.7M Buy
+123,525
New +$3.65M 4.04% 3

Other funds holding IDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
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
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return

Kissinger Financial Services's IDV Position: Q2 2017 in Review

Kissinger Financial Services increased its iShares International Select Dividend ETF (IDV) stake by 1.4% in Q2 2017, buying an estimated $56.4K and bringing the position to 129,138 shares worth $4.23M. The position accounts for 4.21% of the portfolio, ranked #3.

Kissinger Financial Services first reported a position in IDV in Q3 2016 and has held it in 4 quarters since. 297 funds tracked by Wall St. Rank hold IDV as of Q2 2017.

  • Kissinger Financial Services held 129,138 shares of iShares International Select Dividend ETF worth $4.23M as of Q2 2017.
  • Kissinger Financial Services bought 1,741 iShares International Select Dividend ETF shares in Q2 2017, an estimated $56.4K.
  • iShares International Select Dividend ETF made up 4.21% of Kissinger Financial Services's portfolio in Q2 2017, its #3 holding.
  • Kissinger Financial Services first reported a position in iShares International Select Dividend ETF in Q3 2016 and has held it in 4 quarters since.
  • 297 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2017.

Based on Kissinger Financial Services's 13F filing for Q2 2017, filed 11 Jul 2017.