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 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 $1.38B AUM 11.75% 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

Destination Wealth Management's IDEV Position: Q3 2023 in Review

Destination Wealth Management sold out of iShares Core MSCI International Developed Markets ETF (IDEV) in Q3 2023, closing a stake of 4,366 shares — an estimated $267K sold.

Destination Wealth Management first reported a position in IDEV in Q4 2020 and held it in 11 quarters. The position peaked at $295K in Q4 2021. 321 funds tracked by Wall St. Rank hold IDEV as of Q3 2023.

Destination Wealth Management reported no remaining iShares Core MSCI International Developed Markets ETF position as of Q3 2023 after selling out during the quarter.
Destination Wealth Management sold 4,366 iShares Core MSCI International Developed Markets ETF shares in Q3 2023, an estimated $267K.
Destination Wealth Management first reported a position in iShares Core MSCI International Developed Markets ETF in Q4 2020 and held it in 11 quarters.
Destination Wealth Management's iShares Core MSCI International Developed Markets ETF position peaked at $295K in Q4 2021.
321 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q3 2023.

Based on Destination Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.