Pacific Edge Advisors’s iShares International Select Dividend ETF IDV Stock Holding History

Pacific Edge 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
2019 Q1	–	Sell	-8,150	Closed	-$234K	–	44
2018 Q4	$234K	Sell	8,150 -6,650	-45%	-$204K	0.15%	38
2018 Q3	$483K	Sell	14,800 -1,850	-11%	-$60.5K	0.27%	24
2018 Q2	$534K	Buy	16,650 +1,450	+10%	+$48.5K	0.29%	22
2018 Q1	$502K	Buy	+15,200	New	+$517K	0.31%	20

Other funds holding IDV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

MGIA

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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Pacific Edge Advisors's IDV Position: Q1 2019 in Review

Pacific Edge Advisors sold out of iShares International Select Dividend ETF (IDV) in Q1 2019, closing a stake of 8,150 shares — an estimated $234K sold.

Pacific Edge Advisors first reported a position in IDV in Q1 2018 and held it in 4 quarters. The position peaked at $534K in Q2 2018. 391 funds tracked by Wall St. Rank hold IDV as of Q1 2019.

Pacific Edge Advisors reported no remaining iShares International Select Dividend ETF position as of Q1 2019 after selling out during the quarter.
Pacific Edge Advisors sold 8,150 iShares International Select Dividend ETF shares in Q1 2019, an estimated $234K.
Pacific Edge Advisors first reported a position in iShares International Select Dividend ETF in Q1 2018 and held it in 4 quarters.
Pacific Edge Advisors's iShares International Select Dividend ETF position peaked at $534K in Q2 2018.
391 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2019.

Based on Pacific Edge Advisors's 13F filing for Q1 2019, filed 15 May 2019.