Caldwell Trust’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $124K | Hold |
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|
2025
Q2 | $118K | Hold |
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|
2025
Q1 | $107K | Hold |
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|
2024
Q4 | $99.7K | Hold |
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|
2024
Q3 | $110K | Hold |
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|
2024
Q2 | $102K | Hold |
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|
2024
Q1 | $104K | Hold |
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|
2023
Q4 | $98.5K | Sell |
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|
2023
Q3 | $136K | Hold |
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|
2023
Q2 | $143K | Sell |
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|
2023
Q1 | $231K | Buy |
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