DWA
Divergent Wealth Advisors’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $30M | Buy |
423,640
+18,689
| +5% | +$1.32M | 5.49% | 5 |
|
|
2024
Q2 | $26.6M | Buy |
404,951
+2,989
| +0.7% | +$196K | 5.14% | 5 |
|
|
2024
Q1 | $27M | Buy |
401,962
+8,056
| +2% | +$541K | 5.4% | 5 |
|
|
2023
Q4 | $25.1M | Buy |
393,906
+4,178
| +1% | +$266K | 5.25% | 5 |
|
|
2023
Q3 | $22.7M | Buy |
389,728
+29,267
| +8% | +$1.71M | 5.17% | 5 |
|
|
2023
Q2 | $22M | Buy |
360,461
+2,685
| +0.8% | +$164K | 4.85% | 5 |
|
|
2023
Q1 | $21.6M | Buy |
357,776
+6,400
| +2% | +$387K | 5.04% | 5 |
|
|
2022
Q4 | $19.7M | Buy |
351,376
+7,545
| +2% | +$422K | 4.93% | 4 |
|
|
2022
Q3 | $16.6M | Sell |
343,831
-2,413
| -0.7% | -$117K | 4.49% | 7 |
|
|
2022
Q2 | $18.6M | Buy |
346,244
+24,908
| +8% | +$1.34M | 4.62% | 7 |
|
|
2022
Q1 | $20.4M | Buy |
321,336
+18,094
| +6% | +$1.15M | 4.24% | 8 |
|
|
2021
Q4 | $20.5M | Buy |
303,242
+23,691
| +8% | +$1.6M | 4.15% | 8 |
|
|
2021
Q3 | $18.7M | Buy |
279,551
+11,162
| +4% | +$746K | 4.16% | 8 |
|
|
2021
Q2 | $18.1M | Buy |
268,389
+402
| +0.2% | +$27.1K | 4.13% | 8 |
|
|
2021
Q1 | $17.3M | Buy |
267,987
+10,583
| +4% | +$684K | 4.09% | 8 |
|
|
2020
Q4 | $15.9M | Sell |
257,404
-2,488
| -1% | -$153K | 4.08% | 8 |
|
|
2020
Q3 | $14M | Buy |
+259,892
| New | +$14M | 3.79% | 8 |
|