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DeGreen Capital Management’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

DeGreen Capital Management’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
2021
Q3 		$6.18M Sell
92,532
-1,387
-1% -$94.9K 2.05% 13
2021
Q2 		$6.33M Sell
93,919
-3,354
-3% -$227K 2.13% 13
2021
Q1 		$4.03M Sell
97,273
-20,952
-18% -$1.34M 2.36% 16
2020
Q4 		$6M Buy
118,225
+18,329
+18% +$1.06M 2.34% 17
2020
Q3 		$5.39M Sell
99,896
-2,257
-2% -$122K 2.38% 16
2020
Q2 		$5.22M Sell
102,153
-46,733
-31% -$2.26M 2.5% 16
2020
Q1 		$6.6M Buy
+148,886
New +$7.92M 3.65% 11

Other funds holding IDEV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BOF
Bank of Finland Helsinki, Finland $1.54B AUM 15.84% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WFA
Wipfli Financial Advisors Milwaukee, Wisconsin $1.42B AUM 20.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

DeGreen Capital Management's IDEV Position: Q3 2021 in Review

DeGreen Capital Management reduced its iShares Core MSCI International Developed Markets ETF (IDEV) stake by 1.5% in Q3 2021, selling an estimated $94.9K and leaving 92,532 shares worth $6.18M. The position accounts for 2.05% of the portfolio, ranked #13.

DeGreen Capital Management first reported a position in IDEV in Q1 2020 and has held it in 7 quarters since. The position peaked at $6.6M in Q1 2020. 183 funds tracked by Wall St. Rank hold IDEV as of Q3 2021.

  • DeGreen Capital Management held 92,532 shares of iShares Core MSCI International Developed Markets ETF worth $6.18M as of Q3 2021.
  • DeGreen Capital Management sold 1,387 iShares Core MSCI International Developed Markets ETF shares in Q3 2021, an estimated $94.9K.
  • iShares Core MSCI International Developed Markets ETF made up 2.05% of DeGreen Capital Management's portfolio in Q3 2021, its #13 holding.
  • DeGreen Capital Management first reported a position in iShares Core MSCI International Developed Markets ETF in Q1 2020 and has held it in 7 quarters since.
  • DeGreen Capital Management's iShares Core MSCI International Developed Markets ETF position peaked at $6.6M in Q1 2020.
  • 183 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q3 2021.

Based on DeGreen Capital Management's 13F filing for Q3 2021, filed 5 Oct 2021.