SMG
IDV icon

Smart Money Group’s iShares International Select Dividend ETF IDV Stock Holding History

Smart Money 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
Q2 		– Sell
-77,544
Closed -$2.56M – 60
2018
Q1 		$2.56M Buy
+77,544
New +$2.64M 2.6% 14

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Smart Money Group's IDV Position: Q2 2018 in Review

Smart Money Group sold out of iShares International Select Dividend ETF (IDV) in Q2 2018, closing a stake of 77,544 shares — an estimated $2.56M sold.

Smart Money Group first reported a position in IDV in Q1 2018 and held it in 1 quarter. The position peaked at $2.56M in Q1 2018. 350 funds tracked by Wall St. Rank hold IDV as of Q2 2018.

  • Smart Money Group reported no remaining iShares International Select Dividend ETF position as of Q2 2018 after selling out during the quarter.
  • Smart Money Group sold 77,544 iShares International Select Dividend ETF shares in Q2 2018, an estimated $2.56M.
  • Smart Money Group first reported a position in iShares International Select Dividend ETF in Q1 2018 and held it in 1 quarter.
  • Smart Money Group's iShares International Select Dividend ETF position peaked at $2.56M in Q1 2018.
  • 350 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2018.

Based on Smart Money Group's 13F filing for Q2 2018, filed 10 Aug 2018.