Colonial Trust Advisors’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

Colonial Trust 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 Q4	–	Sell	-41	Closed	-$2.9K	–	727
2024 Q3	$2.9K	Hold	41	–	–	﹤0.01%	664
2024 Q2	$2.69K	Hold	41	–	–	﹤0.01%	662
2024 Q1	$2.75K	Hold	41	–	–	﹤0.01%	764
2023 Q4	$2.61K	Hold	41	–	–	﹤0.01%	681
2023 Q3	$2.39K	Hold	41	–	–	﹤0.01%	698
2023 Q2	$2.51K	Hold	41	–	–	﹤0.01%	716
2023 Q1	$2.48K	Hold	41	–	–	﹤0.01%	703
2022 Q4	$2.29K	Buy	+41	New	+$2.2K	﹤0.01%	706

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

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

BOF

Bank of Finland Helsinki, Finland $1.38B AUM 11.75% 1-Year Est. Return

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

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 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 22.9% 1-Year Est. Return

Colonial Trust Advisors's IDEV Position: Q4 2024 in Review

Colonial Trust Advisors sold out of iShares Core MSCI International Developed Markets ETF (IDEV) in Q4 2024, closing a stake of 41 shares — an estimated $2.9K sold.

Colonial Trust Advisors first reported a position in IDEV in Q4 2022 and held it in 8 quarters. The position peaked at $2.9K in Q3 2024. 516 funds tracked by Wall St. Rank hold IDEV as of Q4 2024.

Colonial Trust Advisors reported no remaining iShares Core MSCI International Developed Markets ETF position as of Q4 2024 after selling out during the quarter.
Colonial Trust Advisors sold 41 iShares Core MSCI International Developed Markets ETF shares in Q4 2024, an estimated $2.9K.
Colonial Trust Advisors first reported a position in iShares Core MSCI International Developed Markets ETF in Q4 2022 and held it in 8 quarters.
Colonial Trust Advisors's iShares Core MSCI International Developed Markets ETF position peaked at $2.9K in Q3 2024.
516 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q4 2024.

Based on Colonial Trust Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.