Bromfield Sneider Wealth Advisors’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

Bromfield Sneider Wealth 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
2024 Q1	$33.9K	Hold	505	–	–	0.02%	88
2023 Q4	$32.1K	Sell	505 -25	-5%	-$1.49K	0.02%	86
2023 Q3	$30.9K	Hold	530	–	–	0.02%	82
2023 Q2	$32.4K	Hold	530	–	–	0.03%	80
2023 Q1	$32K	Hold	530	–	–	0.03%	80
2022 Q4	$29.7K	Hold	530	–	–	0.03%	78
2022 Q3	$26K	Hold	530	–	–	0.03%	75
2022 Q2	$28K	Hold	530	–	–	0.03%	76
2022 Q1	$34K	Buy	+530	New	+$34.1K	0.04%	81

Other funds holding IDEV

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

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

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

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

BOF

Bank of Finland Helsinki, Finland $1.54B AUM 15.84% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AOI

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

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

Bromfield Sneider Wealth Advisors's IDEV Position: Q1 2024 in Review

Bromfield Sneider Wealth Advisors held its iShares Core MSCI International Developed Markets ETF (IDEV) position steady in Q1 2024 at 505 shares worth $33.9K. The position accounts for 0.02% of the portfolio, ranked #88.

Bromfield Sneider Wealth Advisors first reported a position in IDEV in Q1 2022 and has held it in 9 quarters since. The position peaked at $34K in Q1 2022. 400 funds tracked by Wall St. Rank hold IDEV as of Q1 2024.

Bromfield Sneider Wealth Advisors held 505 shares of iShares Core MSCI International Developed Markets ETF worth $33.9K as of Q1 2024.
Bromfield Sneider Wealth Advisors left its iShares Core MSCI International Developed Markets ETF share count unchanged in Q1 2024.
iShares Core MSCI International Developed Markets ETF made up 0.02% of Bromfield Sneider Wealth Advisors's portfolio in Q1 2024, its #88 holding.
Bromfield Sneider Wealth Advisors first reported a position in iShares Core MSCI International Developed Markets ETF in Q1 2022 and has held it in 9 quarters since.
Bromfield Sneider Wealth Advisors's iShares Core MSCI International Developed Markets ETF position peaked at $34K in Q1 2022.
400 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q1 2024.

Based on Bromfield Sneider Wealth Advisors's 13F filing for Q1 2024, filed 10 Apr 2024.