Briggs Advisory Group’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

Briggs Advisory Group’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 Q3	$11.9M	Buy	203,969 +21,914	+12%	+$1.33M	6.8%	4
2023 Q2	$11.1M	Buy	182,055 +15,248	+9%	+$934K	6.21%	5
2023 Q1	$10.1M	Buy	166,807 +9,206	+6%	+$547K	5.98%	5
2022 Q4	$8.82M	Buy	157,601 +19,168	+14%	+$1.03M	5.62%	5
2022 Q3	$6.69M	Buy	138,433 +25,661	+23%	+$1.38M	5.02%	5
2022 Q2	$6.06M	Buy	112,772 +21,429	+23%	+$1.26M	4.43%	6
2022 Q1	$5.81M	Buy	91,343 +35,690	+64%	+$2.3M	3.86%	7
2021 Q4	$3.76M	Buy	+55,653	New	+$3.78M	2.57%	8

Other funds holding IDEV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Briggs Advisory Group's IDEV Position: Q3 2023 in Review

Briggs Advisory Group increased its iShares Core MSCI International Developed Markets ETF (IDEV) stake by 12% in Q3 2023, buying an estimated $1.33M and bringing the position to 203,969 shares worth $11.9M. The position accounts for 6.8% of the portfolio, ranked #4.

Briggs Advisory Group first reported a position in IDEV in Q4 2021 and has held it in 8 quarters since. 320 funds tracked by Wall St. Rank hold IDEV as of Q3 2023.

Briggs Advisory Group held 203,969 shares of iShares Core MSCI International Developed Markets ETF worth $11.9M as of Q3 2023.
Briggs Advisory Group bought 21,914 iShares Core MSCI International Developed Markets ETF shares in Q3 2023, an estimated $1.33M.
iShares Core MSCI International Developed Markets ETF made up 6.8% of Briggs Advisory Group's portfolio in Q3 2023, its #4 holding.
Briggs Advisory Group first reported a position in iShares Core MSCI International Developed Markets ETF in Q4 2021 and has held it in 8 quarters since.
320 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q3 2023.

Based on Briggs Advisory Group's 13F filing for Q3 2023, filed 27 Oct 2023.