Blue Chip Partners’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

Blue Chip Partners’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
2020 Q1	–	Sell	-43,033	Closed	-$2.5M	–	144
2019 Q4	$2.5M	Sell	43,033 -160	-0.4%	-$9.06K	0.48%	47
2019 Q3	$2.36M	Sell	43,193 -178	-0.4%	-$9.61K	0.5%	47
2019 Q2	$2.38M	Hold	43,371	–	–	0.53%	46
2019 Q1	$2.35M	Buy	43,371 +441	+1%	+$23.2K	0.56%	47
2018 Q4	$2.1M	Buy	+42,930	New	+$2.23M	0.53%	50

Other funds holding IDEV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

FDx Advisors Chicago, Illinois $332M AUM 22.76% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Blue Chip Partners's IDEV Position: Q1 2020 in Review

Blue Chip Partners sold out of iShares Core MSCI International Developed Markets ETF (IDEV) in Q1 2020, closing a stake of 43,033 shares — an estimated $2.5M sold.

Blue Chip Partners first reported a position in IDEV in Q4 2018 and held it in 5 quarters. The position peaked at $2.5M in Q4 2019. 102 funds tracked by Wall St. Rank hold IDEV as of Q1 2020.

Blue Chip Partners reported no remaining iShares Core MSCI International Developed Markets ETF position as of Q1 2020 after selling out during the quarter.
Blue Chip Partners sold 43,033 iShares Core MSCI International Developed Markets ETF shares in Q1 2020, an estimated $2.5M.
Blue Chip Partners first reported a position in iShares Core MSCI International Developed Markets ETF in Q4 2018 and held it in 5 quarters.
Blue Chip Partners's iShares Core MSCI International Developed Markets ETF position peaked at $2.5M in Q4 2019.
102 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q1 2020.

Based on Blue Chip Partners's 13F filing for Q1 2020, filed 8 May 2020.