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Bristlecone Advisors’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

Bristlecone Advisors’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
-13,000
Closed -$756K – 173
2019
Q4 		$756K Hold
13,000
– – 0.15% 111
2019
Q3 		$710K Hold
13,000
– – 0.17% 103
2019
Q2 		$713K Buy
+13,000
New +$710K 0.17% 101

Other funds holding IDEV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $332M AUM 22.76% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bristlecone Advisors's IDEV Position: Q1 2020 in Review

Bristlecone Advisors sold out of iShares Core MSCI International Developed Markets ETF (IDEV) in Q1 2020, closing a stake of 13,000 shares — an estimated $756K sold.

Bristlecone Advisors first reported a position in IDEV in Q2 2019 and held it in 3 quarters. The position peaked at $756K in Q4 2019. 102 funds tracked by Wall St. Rank hold IDEV as of Q1 2020.

  • Bristlecone Advisors reported no remaining iShares Core MSCI International Developed Markets ETF position as of Q1 2020 after selling out during the quarter.
  • Bristlecone Advisors sold 13,000 iShares Core MSCI International Developed Markets ETF shares in Q1 2020, an estimated $756K.
  • Bristlecone Advisors first reported a position in iShares Core MSCI International Developed Markets ETF in Q2 2019 and held it in 3 quarters.
  • Bristlecone Advisors's iShares Core MSCI International Developed Markets ETF position peaked at $756K in Q4 2019.
  • 102 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q1 2020.

Based on Bristlecone Advisors's 13F filing for Q1 2020, filed 16 Apr 2020.