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

Doyle 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
2022 Q2	–	Sell	-3,695	Closed	-$235K	–	224
2022 Q1	$235K	Hold	3,695	–	–	0.02%	220
2021 Q4	$250K	Hold	3,695	–	–	0.02%	203
2021 Q3	$247K	Hold	3,695	–	–	0.02%	197
2021 Q2	$249K	Hold	3,695	–	–	0.02%	198
2021 Q1	$239K	Hold	3,695	–	–	0.02%	194
2020 Q4	$228K	Buy	+3,695	New	+$214K	0.02%	193

Other funds holding IDEV

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 $1.54B AUM 15.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WFA

Wipfli Financial Advisors Milwaukee, Wisconsin $1.42B AUM 20.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return

GSIS

Global Strategic Investment Solutions Scottsdale, Arizona $1.13B AUM 19.83% 1-Year Est. Return

Doyle Wealth Management's IDEV Position: Q2 2022 in Review

Doyle Wealth Management sold out of iShares Core MSCI International Developed Markets ETF (IDEV) in Q2 2022, closing a stake of 3,695 shares — an estimated $235K sold.

Doyle Wealth Management first reported a position in IDEV in Q4 2020 and held it in 6 quarters. The position peaked at $250K in Q4 2021. 234 funds tracked by Wall St. Rank hold IDEV as of Q2 2022.

Doyle Wealth Management reported no remaining iShares Core MSCI International Developed Markets ETF position as of Q2 2022 after selling out during the quarter.
Doyle Wealth Management sold 3,695 iShares Core MSCI International Developed Markets ETF shares in Q2 2022, an estimated $235K.
Doyle Wealth Management first reported a position in iShares Core MSCI International Developed Markets ETF in Q4 2020 and held it in 6 quarters.
Doyle Wealth Management's iShares Core MSCI International Developed Markets ETF position peaked at $250K in Q4 2021.
234 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q2 2022.

Based on Doyle Wealth Management's 13F filing for Q2 2022, filed 10 Aug 2022.