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Certified Advisory Corp’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

Certified Advisory Corp’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
Q2 		– Sell
-5,265
Closed -$353K – 291
2024
Q1 		$353K Buy
5,265
+200
+4% +$12.9K 0.05% 209
2023
Q4 		$322K Buy
+5,065
New +$302K 0.05% 210

Other funds holding IDEV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
BOF
Bank of Finland Helsinki, Finland $1.54B AUM 15.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Certified Advisory Corp's IDEV Position: Q2 2024 in Review

Certified Advisory Corp sold out of iShares Core MSCI International Developed Markets ETF (IDEV) in Q2 2024, closing a stake of 5,265 shares — an estimated $353K sold.

Certified Advisory Corp first reported a position in IDEV in Q4 2023 and held it in 2 quarters. The position peaked at $353K in Q1 2024. 433 funds tracked by Wall St. Rank hold IDEV as of Q2 2024.

  • Certified Advisory Corp reported no remaining iShares Core MSCI International Developed Markets ETF position as of Q2 2024 after selling out during the quarter.
  • Certified Advisory Corp sold 5,265 iShares Core MSCI International Developed Markets ETF shares in Q2 2024, an estimated $353K.
  • Certified Advisory Corp first reported a position in iShares Core MSCI International Developed Markets ETF in Q4 2023 and held it in 2 quarters.
  • Certified Advisory Corp's iShares Core MSCI International Developed Markets ETF position peaked at $353K in Q1 2024.
  • 433 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q2 2024.

Based on Certified Advisory Corp's 13F filing for Q2 2024, filed 13 Aug 2024.