SHCM
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Stokes & Hubbell Capital Management’s iShares International Select Dividend ETF IDV Stock Holding History

Stokes & Hubbell 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
Q1 		$1.4M Sell
45,321
-39
-0.1% -$1.2K 0.29% 66
2018
Q4 		$1.3M Sell
45,360
-15,940
-26% -$489K 0.3% 65
2018
Q3 		$1.98M Buy
61,300
+4,831
+9% +$158K 0.41% 54
2018
Q2 		$1.81M Buy
56,469
+604
+1% +$20.2K 0.41% 53
2018
Q1 		$1.84M Sell
55,865
-350
-0.6% -$11.9K 0.43% 52
2017
Q4 		$1.9M Buy
56,215
+3,393
+6% +$114K 0.46% 50
2017
Q3 		$1.78M Buy
+52,822
New +$1.76M 0.46% 50

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