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Quattro Financial Advisors’s iShares International Select Dividend ETF IDV Stock Holding History

Quattro Financial 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
2018
Q1 		– Sell
-15,000
Closed -$516K – 80
2017
Q4 		$516K Sell
15,000
-7,500
-33% -$251K 0.14% 42
2017
Q3 		$753K Buy
+22,500
New +$751K 0.22% 54

Other funds holding IDV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
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
RFC
Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Quattro Financial Advisors's IDV Position: Q1 2018 in Review

Quattro Financial Advisors sold out of iShares International Select Dividend ETF (IDV) in Q1 2018, closing a stake of 15,000 shares — an estimated $516K sold.

Quattro Financial Advisors first reported a position in IDV in Q3 2017 and held it in 2 quarters. The position peaked at $753K in Q3 2017. 377 funds tracked by Wall St. Rank hold IDV as of Q1 2018.

  • Quattro Financial Advisors reported no remaining iShares International Select Dividend ETF position as of Q1 2018 after selling out during the quarter.
  • Quattro Financial Advisors sold 15,000 iShares International Select Dividend ETF shares in Q1 2018, an estimated $516K.
  • Quattro Financial Advisors first reported a position in iShares International Select Dividend ETF in Q3 2017 and held it in 2 quarters.
  • Quattro Financial Advisors's iShares International Select Dividend ETF position peaked at $753K in Q3 2017.
  • 377 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2018.

Based on Quattro Financial Advisors's 13F filing for Q1 2018, filed 16 May 2018.