PCM
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Peak Capital Management’s iShares International Select Dividend ETF IDV Stock Holding History

Peak Capital 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
2019
Q2 		– Sell
-74,998
Closed -$2.31M – 26
2019
Q1 		$2.31M Buy
74,998
+33,890
+82% +$1.05M 1.58% 21
2018
Q4 		$1.18M Sell
41,108
-10,174
-20% -$312K 0.85% 26
2018
Q3 		$1.61M Sell
51,282
-2,200
-4% -$72K 1.18% 22
2018
Q2 		$1.71M Sell
53,482
-854
-2% -$28.6K 1.04% 27
2018
Q1 		$1.79M Sell
54,336
-1,008
-2% -$34.3K 1.39% 20
2017
Q4 		$1.87M Hold
55,344
– – 1.27% 20
2017
Q3 		$1.87M Sell
55,344
-2,113
-4% -$70.6K 1.24% 20
2017
Q2 		$1.88M Buy
+57,457
New +$1.86M 1.05% 23

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 $564B 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
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return