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Southern Farm Bureau Life Insurance’s iShares International Select Dividend ETF IDV Stock Holding History

Southern Farm Bureau Life Insurance’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
2024
Q1 		– Sell
-180,674
Closed -$5.07M – 16
2023
Q4 		$5.07M Hold
180,674
– – 0.88% 14
2023
Q3 		$4.59M Hold
180,674
– – 0.81% 14
2023
Q2 		$4.76M Hold
180,674
– – 0.77% 14
2023
Q1 		$4.97M Sell
180,674
-1,881,753
-91% -$53M 0.84% 14
2022
Q4 		$56M Buy
+2,062,427
New +$52.3M 8.99% 4

Other funds holding IDV

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Southern Farm Bureau Life Insurance's IDV Position: Q1 2024 in Review

Southern Farm Bureau Life Insurance sold out of iShares International Select Dividend ETF (IDV) in Q1 2024, closing a stake of 180,674 shares — an estimated $5.07M sold.

Southern Farm Bureau Life Insurance first reported a position in IDV in Q4 2022 and held it in 5 quarters. The position peaked at $56M in Q4 2022. 440 funds tracked by Wall St. Rank hold IDV as of Q1 2024.

  • Southern Farm Bureau Life Insurance reported no remaining iShares International Select Dividend ETF position as of Q1 2024 after selling out during the quarter.
  • Southern Farm Bureau Life Insurance sold 180,674 iShares International Select Dividend ETF shares in Q1 2024, an estimated $5.07M.
  • Southern Farm Bureau Life Insurance first reported a position in iShares International Select Dividend ETF in Q4 2022 and held it in 5 quarters.
  • Southern Farm Bureau Life Insurance's iShares International Select Dividend ETF position peaked at $56M in Q4 2022.
  • 440 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2024.

Based on Southern Farm Bureau Life Insurance's 13F filing for Q1 2024, filed 18 Apr 2024.