Clean Yield Group’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

Clean Yield Group’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
2023 Q3	–	Sell	-1,185	Closed	-$72.4K	–	398
2023 Q2	$72.4K	Hold	1,185	–	–	0.03%	206
2023 Q1	$71.7K	Hold	1,185	–	–	0.03%	206
2022 Q4	$66.3K	Sell	1,185 -1,000	-46%	-$53.7K	0.03%	209
2022 Q3	$106K	Hold	2,185	–	–	0.05%	174
2022 Q2	$117K	Hold	2,185	–	–	0.05%	172
2022 Q1	$139K	Hold	2,185	–	–	0.05%	174
2021 Q4	$148K	Hold	2,185	–	–	0.05%	178
2021 Q3	$146K	Sell	2,185 -1,000	-31%	-$68.4K	0.05%	177
2021 Q2	$215K	Sell	3,185 -1,500	-32%	-$102K	0.07%	138
2021 Q1	$303K	Hold	4,685	–	–	0.11%	107
2020 Q4	$289K	Buy	+4,685	New	+$271K	0.1%	112

Other funds holding IDEV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

BOF

Bank of Finland Helsinki, Finland $1.54B AUM 15.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Clean Yield Group's IDEV Position: Q3 2023 in Review

Clean Yield Group sold out of iShares Core MSCI International Developed Markets ETF (IDEV) in Q3 2023, closing a stake of 1,185 shares — an estimated $72.4K sold.

Clean Yield Group first reported a position in IDEV in Q4 2020 and held it in 11 quarters. The position peaked at $303K in Q1 2021. 321 funds tracked by Wall St. Rank hold IDEV as of Q3 2023.

Clean Yield Group reported no remaining iShares Core MSCI International Developed Markets ETF position as of Q3 2023 after selling out during the quarter.
Clean Yield Group sold 1,185 iShares Core MSCI International Developed Markets ETF shares in Q3 2023, an estimated $72.4K.
Clean Yield Group first reported a position in iShares Core MSCI International Developed Markets ETF in Q4 2020 and held it in 11 quarters.
Clean Yield Group's iShares Core MSCI International Developed Markets ETF position peaked at $303K in Q1 2021.
321 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q3 2023.

Based on Clean Yield Group's 13F filing for Q3 2023, filed 12 Oct 2023.