Squar Milner Financial Services’s iShares International Select Dividend ETF IDV Stock Holding History

Squar Milner Financial Services’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	-1,560	Closed	-$35K	–	437
2020 Q1	$35K	Hold	1,560	–	–	0.02%	393
2019 Q4	$52K	Buy	+1,560	New	+$50.1K	0.03%	404
2019 Q3	–	Sell	-1,560	Closed	-$48K	–	440
2019 Q2	$48K	Hold	1,560	–	–	0.03%	355
2019 Q1	$48K	Hold	1,560	–	–	0.04%	321
2018 Q4	$45K	Hold	1,560	–	–	0.04%	301
2018 Q3	$51K	Hold	1,560	–	–	0.05%	301
2018 Q2	$50K	Buy	+1,560	New	+$52.2K	0.04%	327

Other funds holding IDV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Squar Milner Financial Services's IDV Position: Q2 2020 in Review

Squar Milner Financial Services sold out of iShares International Select Dividend ETF (IDV) in Q2 2020, closing a stake of 1,560 shares — an estimated $35K sold.

Squar Milner Financial Services first reported a position in IDV in Q2 2018 and held it in 7 quarters. The position peaked at $52K in Q4 2019. 379 funds tracked by Wall St. Rank hold IDV as of Q2 2020.

Squar Milner Financial Services reported no remaining iShares International Select Dividend ETF position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 1,560 iShares International Select Dividend ETF shares in Q2 2020, an estimated $35K.
Squar Milner Financial Services first reported a position in iShares International Select Dividend ETF in Q2 2018 and held it in 7 quarters.
Squar Milner Financial Services's iShares International Select Dividend ETF position peaked at $52K in Q4 2019.
379 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.