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Divergent Wealth Advisors’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

Divergent Wealth 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
Q3 		$30M Buy
423,640
+18,689
+5% +$1.27M 5.49% 5
2024
Q2 		$26.6M Buy
404,951
+2,989
+0.7% +$199K 5.14% 5
2024
Q1 		$27M Buy
401,962
+8,056
+2% +$519K 5.4% 5
2023
Q4 		$25.1M Buy
393,906
+4,178
+1% +$249K 5.25% 5
2023
Q3 		$22.7M Buy
389,728
+29,267
+8% +$1.77M 5.17% 5
2023
Q2 		$22M Buy
360,461
+2,685
+0.8% +$165K 4.85% 5
2023
Q1 		$21.6M Buy
357,776
+6,400
+2% +$380K 5.04% 5
2022
Q4 		$19.7M Buy
351,376
+7,545
+2% +$405K 4.93% 4
2022
Q3 		$16.6M Sell
343,831
-2,413
-0.7% -$130K 4.49% 7
2022
Q2 		$18.6M Buy
346,244
+24,908
+8% +$1.46M 4.62% 7
2022
Q1 		$20.4M Buy
321,336
+18,094
+6% +$1.16M 4.24% 8
2021
Q4 		$20.5M Buy
303,242
+23,691
+8% +$1.61M 4.15% 8
2021
Q3 		$18.7M Buy
279,551
+11,162
+4% +$764K 4.16% 8
2021
Q2 		$18.1M Buy
268,389
+402
+0.2% +$27.3K 4.13% 8
2021
Q1 		$17.3M Buy
267,987
+10,583
+4% +$676K 4.09% 8
2020
Q4 		$15.9M Sell
257,404
-2,488
-1% -$144K 4.08% 8
2020
Q3 		$14M Buy
+259,892
New +$14M 3.79% 8

Other funds holding IDEV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
BOF
Bank of Finland Helsinki, Finland $1.54B AUM 15.84% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Divergent Wealth Advisors's IDEV Position: Q3 2024 in Review

Divergent Wealth Advisors increased its iShares Core MSCI International Developed Markets ETF (IDEV) stake by 4.6% in Q3 2024, buying an estimated $1.27M and bringing the position to 423,640 shares worth $30M. The position accounts for 5.49% of the portfolio, ranked #5.

Divergent Wealth Advisors first reported a position in IDEV in Q3 2020 and has held it in 17 quarters since. 447 funds tracked by Wall St. Rank hold IDEV as of Q3 2024.

  • Divergent Wealth Advisors held 423,640 shares of iShares Core MSCI International Developed Markets ETF worth $30M as of Q3 2024.
  • Divergent Wealth Advisors bought 18,689 iShares Core MSCI International Developed Markets ETF shares in Q3 2024, an estimated $1.27M.
  • iShares Core MSCI International Developed Markets ETF made up 5.49% of Divergent Wealth Advisors's portfolio in Q3 2024, its #5 holding.
  • Divergent Wealth Advisors first reported a position in iShares Core MSCI International Developed Markets ETF in Q3 2020 and has held it in 17 quarters since.
  • 447 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q3 2024.

Based on Divergent Wealth Advisors's 13F filing for Q3 2024, filed 30 Oct 2024.