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Mather Group’s iShares International Select Dividend ETF IDV Stock Holding History

Mather Group’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
Q4 		– Sell
-8,027
Closed -$200K – 261
2020
Q3 		$200K Sell
8,027
-13,013
-62% -$338K 0.01% 234
2020
Q2 		$529K Buy
+21,040
New +$506K 0.02% 129
2019
Q3 		– Sell
-8,333
Closed -$256K – 76
2019
Q2 		$256K Buy
+8,333
New +$258K 0.02% 59

Other funds holding IDV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Mather Group's IDV Position: Q4 2020 in Review

Mather Group sold out of iShares International Select Dividend ETF (IDV) in Q4 2020, closing a stake of 8,027 shares — an estimated $200K sold.

Mather Group first reported a position in IDV in Q2 2019 and held it in 3 quarters. The position peaked at $529K in Q2 2020. 390 funds tracked by Wall St. Rank hold IDV as of Q4 2020.

  • Mather Group reported no remaining iShares International Select Dividend ETF position as of Q4 2020 after selling out during the quarter.
  • Mather Group sold 8,027 iShares International Select Dividend ETF shares in Q4 2020, an estimated $200K.
  • Mather Group first reported a position in iShares International Select Dividend ETF in Q2 2019 and held it in 3 quarters.
  • Mather Group's iShares International Select Dividend ETF position peaked at $529K in Q2 2020.
  • 390 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q4 2020.

Based on Mather Group's 13F filing for Q4 2020, filed 12 Feb 2021.