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Capstone Financial Advisors’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

Capstone Financial Advisors’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
Q3 		– Sell
-3,768
Closed -$247K – 167
2024
Q2 		$247K Buy
3,768
+26
+0.7% +$1.73K 0.02% 129
2024
Q1 		$251K Sell
3,742
-59
-2% -$3.8K 0.02% 122
2023
Q4 		$242K Sell
3,801
-80
-2% -$4.77K 0.02% 119
2023
Q3 		$226K Sell
3,881
-25
-0.6% -$1.51K 0.02% 118
2023
Q2 		$239K Sell
3,906
-9
-0.2% -$552 0.02% 112
2023
Q1 		$237K Sell
3,915
-91
-2% -$5.41K 0.02% 111
2022
Q4 		$224K Buy
+4,006
New +$215K 0.02% 114

Other funds holding IDEV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SEI Investments
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
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return