Family Management’s iShares International Select Dividend ETF IDV Stock Holding History

Family Management’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	-7,143	Closed	-$161K	–	162
2020 Q1	$161K	Sell	7,143 -3,015	-30%	-$90.9K	0.08%	129
2019 Q4	$341K	Buy	10,158 +3,898	+62%	+$125K	0.12%	107
2019 Q3	$192K	Hold	6,260	–	–	0.07%	132
2019 Q2	$192K	Buy	+6,260	New	+$194K	0.08%	126

Other funds holding IDV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Family Management's IDV Position: Q2 2020 in Review

Family Management sold out of iShares International Select Dividend ETF (IDV) in Q2 2020, closing a stake of 7,143 shares — an estimated $161K sold.

Family Management first reported a position in IDV in Q2 2019 and held it in 4 quarters. The position peaked at $341K in Q4 2019. 379 funds tracked by Wall St. Rank hold IDV as of Q2 2020.

Family Management reported no remaining iShares International Select Dividend ETF position as of Q2 2020 after selling out during the quarter.
Family Management sold 7,143 iShares International Select Dividend ETF shares in Q2 2020, an estimated $161K.
Family Management first reported a position in iShares International Select Dividend ETF in Q2 2019 and held it in 4 quarters.
Family Management's iShares International Select Dividend ETF position peaked at $341K in Q4 2019.
379 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2020.

Based on Family Management's 13F filing for Q2 2020, filed 13 Aug 2020.