United Capital Management of KS’s iShares International Select Dividend ETF IDV Stock Holding History

United Capital Management of KS’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	-31,030	Closed	-$1.04M	–	91
2019 Q4	$1.04M	Buy	31,030 +2,077	+7%	+$66.7K	0.66%	50
2019 Q3	$873K	Buy	28,953 +1,006	+4%	+$30.4K	0.64%	52
2019 Q2	$860K	Sell	27,947 -109	-0.4%	-$3.38K	0.65%	50
2019 Q1	$885K	Buy	28,056 +563	+2%	+$17.4K	0.69%	52
2018 Q4	$789K	Buy	27,493 +3,133	+13%	+$96.1K	0.73%	51
2018 Q3	$802K	Buy	+24,360	New	+$797K	0.65%	52

Other funds holding IDV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

United Capital Management of KS's IDV Position: Q1 2020 in Review

United Capital Management of KS sold out of iShares International Select Dividend ETF (IDV) in Q1 2020, closing a stake of 31,030 shares — an estimated $1.04M sold.

United Capital Management of KS first reported a position in IDV in Q3 2018 and held it in 6 quarters. The position peaked at $1.04M in Q4 2019. 395 funds tracked by Wall St. Rank hold IDV as of Q1 2020.

United Capital Management of KS reported no remaining iShares International Select Dividend ETF position as of Q1 2020 after selling out during the quarter.
United Capital Management of KS sold 31,030 iShares International Select Dividend ETF shares in Q1 2020, an estimated $1.04M.
United Capital Management of KS first reported a position in iShares International Select Dividend ETF in Q3 2018 and held it in 6 quarters.
United Capital Management of KS's iShares International Select Dividend ETF position peaked at $1.04M in Q4 2019.
395 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2020.

Based on United Capital Management of KS's 13F filing for Q1 2020, filed 4 May 2020.