BWP
BSW Wealth Partners’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $24M | Buy |
315,345
+13,251
| +4% | +$1.01M | 3.29% | 7 |
|
2025
Q1 | $20.8M | Buy |
302,094
+10,811
| +4% | +$745K | 3.16% | 8 |
|
2024
Q4 | $18.8M | Buy |
291,283
+23,485
| +9% | +$1.51M | 2.76% | 8 |
|
2024
Q3 | $19M | Buy |
267,798
+23,526
| +10% | +$1.67M | 2.85% | 7 |
|
2024
Q2 | $16M | Buy |
244,272
+59,804
| +32% | +$3.93M | 2.63% | 8 |
|
2024
Q1 | $12.4M | Buy |
184,468
+166,904
| +950% | +$11.2M | 2.1% | 10 |
|
2023
Q4 | $1.12M | Buy |
17,564
+13,462
| +328% | +$857K | 0.22% | 62 |
|
2023
Q3 | $239K | Buy |
4,102
+40
| +1% | +$2.33K | 0.05% | 209 |
|
2023
Q2 | $248K | Sell |
4,062
-192
| -5% | -$11.7K | 0.05% | 216 |
|
2023
Q1 | $257K | Sell |
4,254
-183,930
| -98% | -$11.1M | 0.05% | 247 |
|
2022
Q4 | $10.5M | Buy |
+188,184
| New | +$10.5M | 2.26% | 9 |
|