RWG
IDV icon

Regal Wealth Group’s iShares International Select Dividend ETF IDV Stock Holding History

Regal Wealth Group’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
Q3 		– Sell
-747
Closed -$24K – 169
2018
Q2 		$24K Hold
747
– – 0.03% 101
2018
Q1 		$25K Hold
747
– – 0.02% 98
2017
Q4 		$25K Buy
+747
New +$25K 0.02% 93
2017
Q1 		– Sell
-153
Closed -$5K – 161
2016
Q4 		$5K Hold
153
– – ﹤0.01% 132
2016
Q3 		$5K Hold
153
– – ﹤0.01% 140
2016
Q2 		$4K Hold
153
– – ﹤0.01% 159
2016
Q1 		$4K Hold
153
– – ﹤0.01% 142
2015
Q4 		$4K Buy
+153
New +$4.51K ﹤0.01% 136

Other funds holding IDV

Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return