Estate Counselors’s iShares International Select Dividend ETF IDV Stock Holding History

Estate Counselors’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 Q2	–	Sell	-207,300	Closed	-$4.68M	–	166
2020 Q1	$4.68M	Buy	207,300 +194,700	+1,545%	+$5.87M	0.77%	44
2019 Q4	$423K	Buy	12,600 +2,600	+26%	+$83.5K	0.06%	68
2019 Q3	$307K	Buy	+10,000	New	+$302K	0.05%	64
2017 Q4	–	Sell	-303,750	Closed	-$10.3M	–	62
2017 Q3	$10.3M	Buy	303,750 +30,150	+11%	+$1.01M	2.04%	20
2017 Q2	$8.95M	Buy	+273,600	New	+$8.87M	2.03%	18
2016 Q4	–	Sell	-54,740	Closed	-$1.64M	–	70
2016 Q3	$1.64M	Buy	+54,740	New	+$1.62M	0.64%	36
2016 Q1	–	Sell	-27,750	Closed	-$797K	–	60
2015 Q4	$797K	Sell	27,750 -15,350	-36%	-$453K	0.33%	52
2015 Q3	$1.22M	Buy	43,100 +30,250	+235%	+$924K	0.49%	39
2015 Q2	$415K	Hold	12,850	–	–	0.14%	48
2015 Q1	$432K	Hold	12,850	–	–	0.15%	49
2014 Q4	$433K	Hold	12,850	–	–	0.15%	50
2014 Q3	$460K	Hold	12,850	–	–	0.18%	42
2014 Q2	$513K	Hold	12,850	–	–	0.2%	41
2014 Q1	$497K	Hold	12,850	–	–	0.2%	41
2013 Q4	$488K	Hold	12,850	–	–	0.22%	42
2013 Q3	$466K	Sell	12,850 -11,000	-46%	-$380K	0.22%	42
2013 Q2	$763K	Buy	+23,850	New	+$822K	0.39%	36

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MGIA

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

Estate Counselors's IDV Position: Q2 2020 in Review

Estate Counselors sold out of iShares International Select Dividend ETF (IDV) in Q2 2020, closing a stake of 207,300 shares — an estimated $4.68M sold.

Estate Counselors first reported a position in IDV in Q2 2013 and held it in 17 quarters. The position peaked at $10.3M in Q3 2017. 379 funds tracked by Wall St. Rank hold IDV as of Q2 2020.

Estate Counselors reported no remaining iShares International Select Dividend ETF position as of Q2 2020 after selling out during the quarter.
Estate Counselors sold 207,300 iShares International Select Dividend ETF shares in Q2 2020, an estimated $4.68M.
Estate Counselors first reported a position in iShares International Select Dividend ETF in Q2 2013 and held it in 17 quarters.
Estate Counselors's iShares International Select Dividend ETF position peaked at $10.3M in Q3 2017.
379 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2020.

Based on Estate Counselors's 13F filing for Q2 2020, filed 7 Aug 2020.