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ACG Wealth’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

ACG Wealth’s Portfolio IDEV Stock Details IDEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-7,300
Closed -$488K – 339
2021
Q3 		$488K Buy
7,300
+200
+3% +$13.7K 0.06% 195
2021
Q2 		$479K Buy
+7,100
New +$481K 0.06% 202

Other funds holding IDEV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BOF
Bank of Finland Helsinki, Finland $1.38B AUM 11.75% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WFA
Wipfli Financial Advisors Milwaukee, Wisconsin $1.42B AUM 20.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

ACG Wealth's IDEV Position: Q4 2021 in Review

ACG Wealth sold out of iShares Core MSCI International Developed Markets ETF (IDEV) in Q4 2021, closing a stake of 7,300 shares — an estimated $488K sold.

ACG Wealth first reported a position in IDEV in Q2 2021 and held it in 2 quarters. The position peaked at $488K in Q3 2021. 215 funds tracked by Wall St. Rank hold IDEV as of Q4 2021.

  • ACG Wealth reported no remaining iShares Core MSCI International Developed Markets ETF position as of Q4 2021 after selling out during the quarter.
  • ACG Wealth sold 7,300 iShares Core MSCI International Developed Markets ETF shares in Q4 2021, an estimated $488K.
  • ACG Wealth first reported a position in iShares Core MSCI International Developed Markets ETF in Q2 2021 and held it in 2 quarters.
  • ACG Wealth's iShares Core MSCI International Developed Markets ETF position peaked at $488K in Q3 2021.
  • 215 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q4 2021.

Based on ACG Wealth's 13F filing for Q4 2021, filed 18 Jan 2022.