Caldwell Trust’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $118K | Hold |
1,547
|
|
||||
|
2025
Q1 | $107K | Hold |
1,547
|
|
||||
|
2024
Q4 | $99.7K | Hold |
1,547
|
|
||||
|
2024
Q3 | $110K | Hold |
1,547
|
|
||||
|
2024
Q2 | $102K | Hold |
1,547
|
|
||||
|
2024
Q1 | $104K | Hold |
1,547
|
|
||||
|
2023
Q4 | $98.5K | Sell |
1,547
-785
|
|
||||
|
2023
Q3 | $136K | Hold |
2,332
|
|
||||
|
2023
Q2 | $143K | Sell |
2,332
-1,483
|
|
||||
|
2023
Q1 | $231K | Buy |
+3,815
|
|