Buckingham Strategic Wealth’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

Buckingham Strategic Wealth’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 Q2	$151M	Buy	2,301,998 +238,110	+12%	+$15.8M	1.56%	14
2024 Q1	$139M	Buy	2,063,888 +374,099	+22%	+$24.1M	1.46%	14
2023 Q4	$108M	Buy	1,689,789 +448,350	+36%	+$26.7M	1.28%	16
2023 Q3	$72.4M	Buy	1,241,439 +181,689	+17%	+$11M	1.02%	16
2023 Q2	$64.8M	Buy	1,059,750 +379,339	+56%	+$23.2M	0.92%	17
2023 Q1	$38.1M	Hold	680,411	–	–	0.69%	19
2022 Q4	$38.1M	Buy	680,411 +28,791	+4%	+$1.55M	0.69%	19
2022 Q3	$31.5M	Buy	651,620 +135,973	+26%	+$7.31M	0.64%	20
2022 Q2	$27.7M	Buy	515,647 +104,935	+26%	+$6.17M	0.55%	26
2022 Q1	$26.1M	Buy	410,712 +104,055	+34%	+$6.7M	0.52%	29
2021 Q4	$20.7M	Buy	306,657 +95,944	+46%	+$6.52M	0.4%	35
2021 Q3	$14.1M	Buy	210,713 +113,961	+118%	+$7.8M	0.29%	43
2021 Q2	$6.53M	Buy	96,752 +37,007	+62%	+$2.51M	0.16%	82
2021 Q1	$3.86M	Buy	+59,745	New	+$3.82M	0.19%	102

Other funds holding IDEV

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

BOF

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Buckingham Strategic Wealth's IDEV Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its iShares Core MSCI International Developed Markets ETF (IDEV) stake by 12% in Q2 2024, buying an estimated $15.8M and bringing the position to 2,301,998 shares worth $151M. The position accounts for 1.56% of the portfolio, ranked #14.

Buckingham Strategic Wealth first reported a position in IDEV in Q1 2021 and has held it in 14 quarters since. 432 funds tracked by Wall St. Rank hold IDEV as of Q2 2024.

Buckingham Strategic Wealth held 2,301,998 shares of iShares Core MSCI International Developed Markets ETF worth $151M as of Q2 2024.
Buckingham Strategic Wealth bought 238,110 iShares Core MSCI International Developed Markets ETF shares in Q2 2024, an estimated $15.8M.
iShares Core MSCI International Developed Markets ETF made up 1.56% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #14 holding.
Buckingham Strategic Wealth first reported a position in iShares Core MSCI International Developed Markets ETF in Q1 2021 and has held it in 14 quarters since.
432 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.