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BSW
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
Shares
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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