Sunflower Bank Wealth Management’s iShares International Select Dividend ETF IDV Stock Holding History

Sunflower Bank Wealth 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
2020 Q3	$447K	Sell	17,943 -580	-3%	-$15K	0.15%	73
2020 Q2	$465K	Sell	18,523 -8,380	-31%	-$201K	0.16%	76
2020 Q1	$608K	Buy	26,903 +2,695	+11%	+$81.3K	0.23%	60
2019 Q4	$812K	Buy	24,208 +6,890	+40%	+$221K	0.25%	60
2019 Q3	$532K	Buy	17,318 +975	+6%	+$29.4K	0.17%	84
2019 Q2	$502K	Sell	16,343 -35	-0.2%	-$1.08K	0.16%	87
2019 Q1	$505K	Sell	16,378 -2,045	-11%	-$63.1K	0.15%	88
2018 Q4	$529K	Sell	18,423 -14,522	-44%	-$445K	0.17%	84
2018 Q3	$1.07M	Sell	32,945 -140	-0.4%	-$4.58K	0.3%	47
2018 Q2	$1.06M	Buy	33,085 +4,068	+14%	+$136K	0.31%	48
2018 Q1	$958K	Buy	29,017 +315	+1%	+$10.7K	0.26%	56
2017 Q4	$970K	Buy	28,702 +1,610	+6%	+$54K	0.26%	57
2017 Q3	$914K	Buy	+27,092	New	+$905K	0.33%	39

Other funds holding IDV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sunflower Bank Wealth Management's IDV Position: Q3 2020 in Review

Sunflower Bank Wealth Management reduced its iShares International Select Dividend ETF (IDV) stake by 3.1% in Q3 2020, selling an estimated $15K and leaving 17,943 shares worth $447K. The position accounts for 0.15% of the portfolio, ranked #73.

Sunflower Bank Wealth Management first reported a position in IDV in Q3 2017 and has held it in 13 quarters since. The position peaked at $1.07M in Q3 2018. 358 funds tracked by Wall St. Rank hold IDV as of Q3 2020.

Sunflower Bank Wealth Management held 17,943 shares of iShares International Select Dividend ETF worth $447K as of Q3 2020.
Sunflower Bank Wealth Management sold 580 iShares International Select Dividend ETF shares in Q3 2020, an estimated $15K.
iShares International Select Dividend ETF made up 0.15% of Sunflower Bank Wealth Management's portfolio in Q3 2020, its #73 holding.
Sunflower Bank Wealth Management first reported a position in iShares International Select Dividend ETF in Q3 2017 and has held it in 13 quarters since.
Sunflower Bank Wealth Management's iShares International Select Dividend ETF position peaked at $1.07M in Q3 2018.
358 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q3 2020.

Based on Sunflower Bank Wealth Management's 13F filing for Q3 2020, filed 23 Oct 2020.