Lenox Wealth Management’s iShares International Select Dividend ETF IDV Stock Holding History

Lenox Wealth 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
2017 Q4	–	Sell	-49	Closed	-$1K	–	492
2017 Q3	$1K	Hold	49	–	–	﹤0.01%	472
2017 Q2	$2K	Hold	49	–	–	﹤0.01%	454
2017 Q1	$2K	Hold	49	–	–	﹤0.01%	214
2016 Q4	$1K	Hold	49	–	–	﹤0.01%	226
2016 Q3	$1K	Hold	49	–	–	﹤0.01%	217
2016 Q2	$1K	Hold	49	–	–	﹤0.01%	225
2016 Q1	$1K	Hold	49	–	–	﹤0.01%	232
2015 Q4	$1K	Buy	+49	New	+$1.45K	﹤0.01%	233

Other funds holding IDV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

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

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

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

RFC

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Lenox Wealth Management's IDV Position: Q4 2017 in Review

Lenox Wealth Management sold out of iShares International Select Dividend ETF (IDV) in Q4 2017, closing a stake of 49 shares — an estimated $1K sold.

Lenox Wealth Management first reported a position in IDV in Q4 2015 and held it in 8 quarters. The position peaked at $2K in Q2 2017. 370 funds tracked by Wall St. Rank hold IDV as of Q4 2017.

Lenox Wealth Management reported no remaining iShares International Select Dividend ETF position as of Q4 2017 after selling out during the quarter.
Lenox Wealth Management sold 49 iShares International Select Dividend ETF shares in Q4 2017, an estimated $1K.
Lenox Wealth Management first reported a position in iShares International Select Dividend ETF in Q4 2015 and held it in 8 quarters.
Lenox Wealth Management's iShares International Select Dividend ETF position peaked at $2K in Q2 2017.
370 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q4 2017.

Based on Lenox Wealth Management's 13F filing for Q4 2017, filed 24 Jan 2018.