Tarbox Family Office’s iShares International Select Dividend ETF IDV Stock Holding History

Tarbox Family Office’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
2022 Q1	–	Sell	-19,250	Closed	-$600K	–	1100
2021 Q4	$600K	Hold	19,250	–	–	0.1%	60
2021 Q3	$586K	Hold	19,250	–	–	0.11%	63
2021 Q2	$624K	Hold	19,250	–	–	0.11%	67
2021 Q1	$606K	Hold	19,250	–	–	0.12%	56
2020 Q4	$567K	Hold	19,250	–	–	0.12%	57
2020 Q3	$480K	Buy	+19,250	New	+$499K	0.12%	62

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Tarbox Family Office's IDV Position: Q1 2022 in Review

Tarbox Family Office sold out of iShares International Select Dividend ETF (IDV) in Q1 2022, closing a stake of 19,250 shares — an estimated $600K sold.

Tarbox Family Office first reported a position in IDV in Q3 2020 and held it in 6 quarters. The position peaked at $624K in Q2 2021. 456 funds tracked by Wall St. Rank hold IDV as of Q1 2022.

Tarbox Family Office reported no remaining iShares International Select Dividend ETF position as of Q1 2022 after selling out during the quarter.
Tarbox Family Office sold 19,250 iShares International Select Dividend ETF shares in Q1 2022, an estimated $600K.
Tarbox Family Office first reported a position in iShares International Select Dividend ETF in Q3 2020 and held it in 6 quarters.
Tarbox Family Office's iShares International Select Dividend ETF position peaked at $624K in Q2 2021.
456 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2022.

Based on Tarbox Family Office's 13F filing for Q1 2022, filed 25 Apr 2022.