RCWMU
IDV icon

Rothschild & Co Wealth Management (UK)’s iShares International Select Dividend ETF IDV Stock Holding History

Rothschild & Co Wealth Management (UK)’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
2017
Q2 		– Sell
-61,810
Closed -$1.95M – 44
2017
Q1 		$1.95M Buy
+61,810
New +$1.91M 0.09% 17

Other funds holding IDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return

Rothschild & Co Wealth Management (UK)'s IDV Position: Q2 2017 in Review

Rothschild & Co Wealth Management (UK) sold out of iShares International Select Dividend ETF (IDV) in Q2 2017, closing a stake of 61,810 shares — an estimated $1.95M sold.

Rothschild & Co Wealth Management (UK) first reported a position in IDV in Q1 2017 and held it in 1 quarter. The position peaked at $1.95M in Q1 2017. 297 funds tracked by Wall St. Rank hold IDV as of Q2 2017.

  • Rothschild & Co Wealth Management (UK) reported no remaining iShares International Select Dividend ETF position as of Q2 2017 after selling out during the quarter.
  • Rothschild & Co Wealth Management (UK) sold 61,810 iShares International Select Dividend ETF shares in Q2 2017, an estimated $1.95M.
  • Rothschild & Co Wealth Management (UK) first reported a position in iShares International Select Dividend ETF in Q1 2017 and held it in 1 quarter.
  • Rothschild & Co Wealth Management (UK)'s iShares International Select Dividend ETF position peaked at $1.95M in Q1 2017.
  • 297 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2017.

Based on Rothschild & Co Wealth Management (UK)'s 13F filing for Q2 2017, filed 19 Dec 2019.