BWA
Beam Wealth Advisors’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.91M | Sell |
38,298
-4,437
| -10% | -$337K | 0.87% | 30 |
|
|
2025
Q1 | $2.94M | Sell |
42,735
-2,689
| -6% | -$185K | 0.99% | 27 |
|
|
2024
Q4 | $2.93M | Sell |
45,424
-1,717
| -4% | -$111K | 0.93% | 29 |
|
|
2024
Q3 | $3.34M | Buy |
47,141
+177
| +0.4% | +$12.5K | 1.01% | 24 |
|
|
2024
Q2 | $3.08M | Sell |
46,964
-681
| -1% | -$44.7K | 1.03% | 21 |
|
|
2024
Q1 | $3.2M | Sell |
47,645
-1,384
| -3% | -$92.9K | 1.92% | 16 |
|
|
2023
Q4 | $3.12M | Sell |
49,029
-5,591
| -10% | -$356K | 1.98% | 13 |
|
|
2023
Q3 | $3.18M | Sell |
54,620
-43,445
| -44% | -$2.53M | 2.26% | 12 |
|
|
2023
Q2 | $5.99M | Buy |
98,065
+68,999
| +237% | +$4.22M | 4.16% | 7 |
|
|
2023
Q1 | $1.76M | Buy |
29,066
+556
| +2% | +$33.6K | 1.76% | 20 |
|
|
2022
Q4 | $1.6M | Buy |
+28,510
| New | +$1.6M | 1.66% | 21 |
|