UAS
IDV icon

United Asset Strategies’s iShares International Select Dividend ETF IDV Stock Holding History

United Asset Strategies’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
Q1 		– Sell
-22,606
Closed -$759K – 195
2019
Q4 		$759K Buy
22,606
+14,896
+193% +$479K 0.15% 119
2019
Q3 		$237K Hold
7,710
– – 0.05% 164
2019
Q2 		$237K Sell
7,710
-1,975
-20% -$61.2K 0.05% 166
2019
Q1 		$299K Sell
9,685
-610
-6% -$18.8K 0.07% 166
2018
Q4 		$296K Buy
+10,295
New +$316K 0.08% 153
2017
Q1 		– Sell
-22,331
Closed -$660K – 153
2016
Q4 		$660K Buy
+22,331
New +$653K 0.22% 89
2016
Q2 		– Sell
-11,500
Closed -$333K – 144
2016
Q1 		$333K Hold
11,500
– – 0.15% 98
2015
Q4 		$330K Buy
+11,500
New +$339K 0.14% 106

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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 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
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return