Raab & Moskowitz Asset Management’s iShares International Select Dividend ETF IDV Stock Holding History

Raab & Moskowitz Asset 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	-31,104	Closed	-$702K	–	137
2020 Q1	$702K	Sell	31,104 -11,452	-27%	-$345K	0.38%	74
2019 Q4	$1.43M	Sell	42,556 -2,243	-5%	-$72.1K	0.56%	56
2019 Q3	$1.38M	Sell	44,799 -11,939	-21%	-$360K	0.6%	57
2019 Q2	$1.74M	Sell	56,738 -5,957	-10%	-$185K	0.77%	47
2019 Q1	$1.93M	Sell	62,695 -10,454	-14%	-$322K	0.88%	43
2018 Q4	$2.1M	Sell	73,149 -30,117	-29%	-$924K	1.03%	31
2018 Q3	$3.37M	Sell	103,266 -678	-0.7%	-$22.2K	1.4%	20
2018 Q2	$3.33M	Buy	103,944 +834	+0.8%	+$27.9K	1.59%	17
2018 Q1	$3.4M	Sell	103,110 -882	-0.8%	-$30K	1.68%	15
2017 Q4	$3.51M	Buy	103,992 +537	+0.5%	+$18K	1.69%	15
2017 Q3	$3.46M	Buy	103,455 +9,544	+10%	+$319K	1.67%	14
2017 Q2	$3.1M	Buy	93,911 +66,634	+244%	+$2.16M	1.54%	17
2017 Q1	$858K	Buy	27,277 +6,179	+29%	+$190K	0.45%	72
2016 Q4	$623K	Buy	+21,098	New	+$617K	0.34%	79

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 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

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

Raab & Moskowitz Asset Management's IDV Position: Q2 2020 in Review

Raab & Moskowitz Asset Management sold out of iShares International Select Dividend ETF (IDV) in Q2 2020, closing a stake of 31,104 shares — an estimated $702K sold.

Raab & Moskowitz Asset Management first reported a position in IDV in Q4 2016 and held it in 14 quarters. The position peaked at $3.51M in Q4 2017. 379 funds tracked by Wall St. Rank hold IDV as of Q2 2020.

Raab & Moskowitz Asset Management reported no remaining iShares International Select Dividend ETF position as of Q2 2020 after selling out during the quarter.
Raab & Moskowitz Asset Management sold 31,104 iShares International Select Dividend ETF shares in Q2 2020, an estimated $702K.
Raab & Moskowitz Asset Management first reported a position in iShares International Select Dividend ETF in Q4 2016 and held it in 14 quarters.
Raab & Moskowitz Asset Management's iShares International Select Dividend ETF position peaked at $3.51M in Q4 2017.
379 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2020.

Based on Raab & Moskowitz Asset Management's 13F filing for Q2 2020, filed 13 Aug 2020.