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	–	1607
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	–	867
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	–	757
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 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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

RFC

Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return

MassMutual Private Wealth & Trust's IDV Position: Q2 2022 in Review

MassMutual Private Wealth & Trust sold out of iShares International Select Dividend ETF (IDV) in Q2 2022, closing a stake of 260 shares — an estimated $8K sold.

MassMutual Private Wealth & Trust first reported a position in IDV in Q3 2014 and held it in 8 quarters. The position peaked at $17.9K in Q3 2015. 440 funds tracked by Wall St. Rank hold IDV as of Q2 2022.

MassMutual Private Wealth & Trust reported no remaining iShares International Select Dividend ETF position as of Q2 2022 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 260 iShares International Select Dividend ETF shares in Q2 2022, an estimated $8K.
MassMutual Private Wealth & Trust first reported a position in iShares International Select Dividend ETF in Q3 2014 and held it in 8 quarters.
MassMutual Private Wealth & Trust's iShares International Select Dividend ETF position peaked at $17.9K in Q3 2015.
440 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2022.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2022, filed 7 Jul 2022.