WEC
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Winslow Evans & Crocker’s iShares International Select Dividend ETF IDV Stock Holding History

Winslow Evans & Crocker’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
Q4 		$34K Buy
1,168
+9
+0.8% +$246 0.01% 676
2020
Q3 		$29K Sell
1,159
-37
-3% -$960 0.01% 555
2020
Q2 		$30K Buy
+1,196
New +$28.8K 0.01% 540
2020
Q1 		– Sell
-724
Closed -$26K – 1142
2019
Q4 		$26K Buy
724
+308
+74% +$9.9K 0.01% 622
2019
Q3 		$14K Sell
416
-88
-17% -$2.66K ﹤0.01% 714
2019
Q2 		$16K Buy
+504
New +$15.6K ﹤0.01% 714
2018
Q1 		– Sell
-194
Closed -$6.56K – 1137
2017
Q4 		$6.56K Sell
194
-306
-61% -$10.3K ﹤0.01% 889
2017
Q3 		$16.9K Buy
500
+7
+1% +$234 0.01% 701
2017
Q2 		$16.1K Sell
493
-211
-30% -$6.84K ﹤0.01% 798
2017
Q1 		$22.1K Sell
704
-194
-22% -$5.98K 0.01% 710
2016
Q4 		$26.5K Buy
898
+602
+203% +$17.6K 0.01% 671
2016
Q3 		$8.88K Buy
296
+2
+0.7% +$59 ﹤0.01% 931
2016
Q2 		$8.39K Buy
+294
New +$8.54K ﹤0.01% 923
2015
Q3 		– Sell
-160
Closed -$5.14K – 1313
2015
Q2 		$5.14K Buy
+160
New +$5.51K ﹤0.01% 1077

Other funds holding IDV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Winslow Evans & Crocker's IDV Position: Q4 2020 in Review

Winslow Evans & Crocker increased its iShares International Select Dividend ETF (IDV) stake by 0.78% in Q4 2020, buying an estimated $246 and bringing the position to 1,168 shares worth $34K. The position accounts for 0.01% of the portfolio, ranked #676.

Winslow Evans & Crocker first reported a position in IDV in Q2 2015 and has held it in 14 quarters since. 390 funds tracked by Wall St. Rank hold IDV as of Q4 2020.

  • Winslow Evans & Crocker held 1,168 shares of iShares International Select Dividend ETF worth $34K as of Q4 2020.
  • Winslow Evans & Crocker bought 9 iShares International Select Dividend ETF shares in Q4 2020, an estimated $246.
  • iShares International Select Dividend ETF made up 0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #676 holding.
  • Winslow Evans & Crocker first reported a position in iShares International Select Dividend ETF in Q2 2015 and has held it in 14 quarters since.
  • 390 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.