MFW
IVZ icon

Mosaic Family Wealth’s Invesco IVZ Stock Holding History

Mosaic Family Wealth’s Portfolio IVZ Stock Details IVZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-145
Closed -$3K – 388
2019
Q1 		$3K Sell
145
-53
-27% -$991 ﹤0.01% 615
2018
Q4 		$3K Hold
198
– – ﹤0.01% 575
2018
Q3 		$4K Sell
198
-2,087
-91% -$52.2K ﹤0.01% 570
2018
Q2 		$61K Sell
2,285
-34
-1% -$978 0.02% 284
2018
Q1 		$74K Buy
2,319
+261
+13% +$9K 0.03% 259
2017
Q4 		$75K Buy
2,058
+1,958
+1,958% +$70.8K 0.03% 273
2017
Q3 		$4K Hold
100
– – ﹤0.01% 750
2017
Q2 		$4K Hold
100
– – ﹤0.01% 612
2017
Q1 		$3K Buy
+100
New +$3.13K ﹤0.01% 653

Other funds holding IVZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return