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

Birchcreek Wealth Management’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
2024
Q2 		– Sell
-5,045
Closed -$339K – 163
2024
Q1 		$339K Sell
5,045
-520
-9% -$33.5K 0.18% 109
2023
Q4 		$354K Sell
5,565
-196
-3% -$11.7K 0.21% 101
2023
Q3 		$336K Sell
5,761
-1,376
-19% -$83.4K 0.23% 99
2023
Q2 		$436K Sell
7,137
-1,233
-15% -$75.6K 0.3% 80
2023
Q1 		$506K Sell
8,370
-8,572
-51% -$509K 0.4% 66
2022
Q4 		$948K Buy
16,942
+14
+0.1% +$752 0.84% 33
2022
Q3 		$818K Sell
16,928
-1,197
-7% -$64.4K 0.76% 41
2022
Q2 		$974K Sell
18,125
-7,480
-29% -$440K 0.87% 34
2022
Q1 		$1.63M Buy
25,605
+8,479
+50% +$546K 1.44% 20
2021
Q4 		$1.16M Sell
17,126
-402
-2% -$27.3K 1.01% 23
2021
Q3 		$1.17M Buy
17,528
+826
+5% +$56.5K 1.09% 23
2021
Q2 		$1.13M Buy
16,702
+1,464
+10% +$99.3K 1.09% 24
2021
Q1 		$984K Buy
15,238
+4,005
+36% +$256K 1.04% 27
2020
Q4 		$692K Buy
+11,233
New +$650K 0.68% 38

Other funds holding IDEV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
BOF
Bank of Finland Helsinki, Finland $1.54B AUM 15.84% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Birchcreek Wealth Management's IDEV Position: Q2 2024 in Review

Birchcreek Wealth Management sold out of iShares Core MSCI International Developed Markets ETF (IDEV) in Q2 2024, closing a stake of 5,045 shares — an estimated $339K sold.

Birchcreek Wealth Management first reported a position in IDEV in Q4 2020 and held it in 14 quarters. The position peaked at $1.63M in Q1 2022. 432 funds tracked by Wall St. Rank hold IDEV as of Q2 2024.

  • Birchcreek Wealth Management reported no remaining iShares Core MSCI International Developed Markets ETF position as of Q2 2024 after selling out during the quarter.
  • Birchcreek Wealth Management sold 5,045 iShares Core MSCI International Developed Markets ETF shares in Q2 2024, an estimated $339K.
  • Birchcreek Wealth Management first reported a position in iShares Core MSCI International Developed Markets ETF in Q4 2020 and held it in 14 quarters.
  • Birchcreek Wealth Management's iShares Core MSCI International Developed Markets ETF position peaked at $1.63M in Q1 2022.
  • 432 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q2 2024.

Based on Birchcreek Wealth Management's 13F filing for Q2 2024, filed 2 Aug 2024.