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

FFT Wealth 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 Q3	–	Sell	-90,568	Closed	-$2.27M	–	26
2020 Q2	$2.27M	Hold	90,568	–	–	0.68%	18
2020 Q1	$2.05M	Sell	90,568 -60	-0.1%	-$1.81K	0.6%	23
2019 Q4	$3.04M	Buy	90,628 +1	+0%	+$32	0.8%	22
2019 Q3	$2.79M	Hold	90,627	–	–	0.84%	22
2019 Q2	$2.78M	Buy	90,627 +2	+0%	+$62	1.06%	21
2019 Q1	$2.8M	Hold	90,625	–	–	1.05%	20
2018 Q4	$2.6M	Buy	+90,625	New	+$2.78M	1.13%	19
2018 Q1	–	Sell	-10,770	Closed	-$364K	–	35
2017 Q4	$364K	Buy	10,770 +59	+0.6%	+$1.98K	0.14%	30
2017 Q3	$362K	Buy	10,711 +41	+0.4%	+$1.37K	0.15%	26
2017 Q2	$349K	Buy	10,670 +90	+0.9%	+$2.92K	0.11%	63
2017 Q1	$333K	Sell	10,580 -2,094	-17%	-$64.5K	0.11%	64
2016 Q4	$375K	Buy	12,674 +41	+0.3%	+$1.2K	0.09%	59
2016 Q3	$378K	Sell	12,633 -3,146	-20%	-$93K	0.16%	50
2016 Q2	$441K	Buy	15,779 +200	+1%	+$5.81K	0.17%	42
2016 Q1	$452K	Sell	15,579 -468	-3%	-$12.9K	0.2%	39
2015 Q4	$461K	Buy	+16,047	New	+$473K	0.37%	36

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MGIA

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

FFT Wealth Management's IDV Position: Q3 2020 in Review

FFT Wealth Management sold out of iShares International Select Dividend ETF (IDV) in Q3 2020, closing a stake of 90,568 shares — an estimated $2.27M sold.

FFT Wealth Management first reported a position in IDV in Q4 2015 and held it in 16 quarters. The position peaked at $3.04M in Q4 2019. 358 funds tracked by Wall St. Rank hold IDV as of Q3 2020.

FFT Wealth Management reported no remaining iShares International Select Dividend ETF position as of Q3 2020 after selling out during the quarter.
FFT Wealth Management sold 90,568 iShares International Select Dividend ETF shares in Q3 2020, an estimated $2.27M.
FFT Wealth Management first reported a position in iShares International Select Dividend ETF in Q4 2015 and held it in 16 quarters.
FFT Wealth Management's iShares International Select Dividend ETF position peaked at $3.04M in Q4 2019.
358 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q3 2020.

Based on FFT Wealth Management's 13F filing for Q3 2020, filed 4 Nov 2020.