UFA
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US Financial Advisors’s iShares International Select Dividend ETF IDV Stock Holding History

US Financial Advisors’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
2016
Q1 		– Sell
-1,000
Closed -$29K – 539
2015
Q4 		$29K Buy
+1,000
New +$29.5K 0.03% 196

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
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

US Financial Advisors's IDV Position: Q1 2016 in Review

US Financial Advisors sold out of iShares International Select Dividend ETF (IDV) in Q1 2016, closing a stake of 1,000 shares — an estimated $29K sold.

US Financial Advisors first reported a position in IDV in Q4 2015 and held it in 1 quarter. The position peaked at $29K in Q4 2015. 248 funds tracked by Wall St. Rank hold IDV as of Q1 2016.

  • US Financial Advisors reported no remaining iShares International Select Dividend ETF position as of Q1 2016 after selling out during the quarter.
  • US Financial Advisors sold 1,000 iShares International Select Dividend ETF shares in Q1 2016, an estimated $29K.
  • US Financial Advisors first reported a position in iShares International Select Dividend ETF in Q4 2015 and held it in 1 quarter.
  • US Financial Advisors's iShares International Select Dividend ETF position peaked at $29K in Q4 2015.
  • 248 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2016.

Based on US Financial Advisors's 13F filing for Q1 2016, filed 5 May 2016.