MPWT
IDV icon

MassMutual Private Wealth & Trust’s iShares International Select Dividend ETF IDV Stock Holding History

MassMutual Private Wealth & Trust’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
2022
Q2 		– Sell
-260
Closed -$8K – 1616
2022
Q1 		$8K Hold
260
– – ﹤0.01% 791
2021
Q4 		$8K Hold
260
– – ﹤0.01% 784
2021
Q3 		$8K Hold
260
– – ﹤0.01% 750
2021
Q2 		$8K Buy
+260
New +$8.57K ﹤0.01% 720
2016
Q1 		– Sell
-365
Closed -$10.5K – 886
2015
Q4 		$10.5K Sell
365
-135
-27% -$3.98K ﹤0.01% 483
2015
Q3 		$17.9K Buy
+500
New +$15.3K ﹤0.01% 462
2015
Q1 		– Sell
-500
Closed -$16.8K – 793
2014
Q4 		$16.8K Hold
500
– – 0.01% 350
2014
Q3 		$17.9K Buy
+500
New +$19.2K ﹤0.01% 455

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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return