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

AJ Wealth Strategies’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
2023
Q2 		$3.63M Hold
59,314
– – 0.18% 66
2023
Q1 		$3.59M Hold
59,314
– – 0.19% 60
2022
Q4 		$3.32M Buy
+59,314
New +$3.19M 0.17% 65

Other funds holding IDEV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BOF
Bank of Finland Helsinki, Finland $1.54B AUM 15.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AJ Wealth Strategies's IDEV Position: Q2 2023 in Review

AJ Wealth Strategies held its iShares Core MSCI International Developed Markets ETF (IDEV) position steady in Q2 2023 at 59,314 shares worth $3.63M. The position accounts for 0.18% of the portfolio, ranked #66.

AJ Wealth Strategies first reported a position in IDEV in Q4 2022 and has held it in 3 quarters since. 314 funds tracked by Wall St. Rank hold IDEV as of Q2 2023.

  • AJ Wealth Strategies held 59,314 shares of iShares Core MSCI International Developed Markets ETF worth $3.63M as of Q2 2023.
  • AJ Wealth Strategies left its iShares Core MSCI International Developed Markets ETF share count unchanged in Q2 2023.
  • iShares Core MSCI International Developed Markets ETF made up 0.18% of AJ Wealth Strategies's portfolio in Q2 2023, its #66 holding.
  • AJ Wealth Strategies first reported a position in iShares Core MSCI International Developed Markets ETF in Q4 2022 and has held it in 3 quarters since.
  • 314 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.