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

MBE 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
Q2 		– Sell
-2,263
Closed -$51K – 265
2020
Q1 		$51K Buy
+2,263
New +$68.3K 0.05% 122

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 $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

MBE Wealth Management's IDV Position: Q2 2020 in Review

MBE Wealth Management sold out of iShares International Select Dividend ETF (IDV) in Q2 2020, closing a stake of 2,263 shares — an estimated $51K sold.

MBE Wealth Management first reported a position in IDV in Q1 2020 and held it in 1 quarter. The position peaked at $51K in Q1 2020. 379 funds tracked by Wall St. Rank hold IDV as of Q2 2020.

  • MBE Wealth Management reported no remaining iShares International Select Dividend ETF position as of Q2 2020 after selling out during the quarter.
  • MBE Wealth Management sold 2,263 iShares International Select Dividend ETF shares in Q2 2020, an estimated $51K.
  • MBE Wealth Management first reported a position in iShares International Select Dividend ETF in Q1 2020 and held it in 1 quarter.
  • MBE Wealth Management's iShares International Select Dividend ETF position peaked at $51K in Q1 2020.
  • 379 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.