Cary Street Partners Investment Advisory’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

Cary Street Partners Investment Advisory’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 Q4	–	Sell	-3,321	Closed	-$235K	–	619
2024 Q3	$235K	Buy	3,321 +58	+2%	+$3.93K	0.01%	678
2024 Q2	$214K	Buy	+3,263	New	+$217K	0.01%	696
2023 Q4	–	Sell	-1,894	Closed	-$110K	–	1174
2023 Q3	$110K	Buy	1,894 +54	+3%	+$3.27K	0.01%	685
2023 Q2	$112K	Buy	1,840 +110	+6%	+$6.74K	0.01%	644
2023 Q1	$105K	Buy	1,730 +128	+8%	+$7.61K	0.01%	583
2022 Q4	$89.7K	Buy	+1,602	New	+$86.1K	0.01%	610
2020 Q4	–	Sell	-1,772	Closed	-$96K	–	581
2020 Q3	$96K	Buy	+1,772	New	+$95.7K	0.02%	384

Other funds holding IDEV

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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 $303B AUM 53.02% 1-Year Est. Return

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

Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cary Street Partners Investment Advisory's IDEV Position: Q4 2024 in Review

Cary Street Partners Investment Advisory sold out of iShares Core MSCI International Developed Markets ETF (IDEV) in Q4 2024, closing a stake of 3,321 shares — an estimated $235K sold.

Cary Street Partners Investment Advisory first reported a position in IDEV in Q3 2020 and held it in 7 quarters. The position peaked at $235K in Q3 2024. 514 funds tracked by Wall St. Rank hold IDEV as of Q4 2024.

Cary Street Partners Investment Advisory reported no remaining iShares Core MSCI International Developed Markets ETF position as of Q4 2024 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 3,321 iShares Core MSCI International Developed Markets ETF shares in Q4 2024, an estimated $235K.
Cary Street Partners Investment Advisory first reported a position in iShares Core MSCI International Developed Markets ETF in Q3 2020 and held it in 7 quarters.
Cary Street Partners Investment Advisory's iShares Core MSCI International Developed Markets ETF position peaked at $235K in Q3 2024.
514 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q4 2024.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2024, filed 14 Feb 2025.