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Destination Wealth Management’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

Destination Wealth 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
2023
Q3 		– Sell
-4,366
Closed -$267K – 215
2023
Q2 		$267K Hold
4,366
– – 0.01% 174
2023
Q1 		$264K Hold
4,366
– – 0.01% 179
2022
Q4 		$244K Hold
4,366
– – 0.01% 180
2022
Q3 		$211K Hold
4,366
– – 0.01% 183
2022
Q2 		$235K Hold
4,366
– – 0.01% 182
2022
Q1 		$278K Hold
4,366
– – 0.01% 172
2021
Q4 		$295K Hold
4,366
– – 0.01% 173
2021
Q3 		$292K Hold
4,366
– – 0.01% 153
2021
Q2 		$294K Hold
4,366
– – 0.01% 159
2021
Q1 		$282K Hold
4,366
– – 0.01% 159
2020
Q4 		$269K Buy
+4,366
New +$253K 0.01% 148

Other funds holding IDEV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BOF
Bank of Finland Helsinki, Finland $1.54B AUM 15.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.78B AUM 24.51% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return