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Dynamic Advisor Solutions’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

Dynamic Advisor Solutions’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 		– Sell
-11,576
Closed -$760K – 957
2024
Q2 		$760K Sell
11,576
-1,787
-13% -$119K 0.02% 517
2024
Q1 		$897K Buy
13,363
+202
+2% +$13K 0.03% 464
2023
Q4 		$825K Buy
13,161
+647
+5% +$38.6K 0.03% 458
2023
Q3 		$729K Buy
12,514
+430
+4% +$26.1K 0.03% 430
2023
Q2 		$739K Buy
+12,084
New +$741K 0.04% 411

Other funds holding IDEV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
BOF
Bank of Finland Helsinki, Finland $1.54B AUM 15.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Dynamic Advisor Solutions's IDEV Position: Q3 2024 in Review

Dynamic Advisor Solutions sold out of iShares Core MSCI International Developed Markets ETF (IDEV) in Q3 2024, closing a stake of 11,576 shares — an estimated $760K sold.

Dynamic Advisor Solutions first reported a position in IDEV in Q2 2023 and held it in 5 quarters. The position peaked at $897K in Q1 2024. 448 funds tracked by Wall St. Rank hold IDEV as of Q3 2024.

  • Dynamic Advisor Solutions reported no remaining iShares Core MSCI International Developed Markets ETF position as of Q3 2024 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 11,576 iShares Core MSCI International Developed Markets ETF shares in Q3 2024, an estimated $760K.
  • Dynamic Advisor Solutions first reported a position in iShares Core MSCI International Developed Markets ETF in Q2 2023 and held it in 5 quarters.
  • Dynamic Advisor Solutions's iShares Core MSCI International Developed Markets ETF position peaked at $897K in Q1 2024.
  • 448 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q3 2024.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2024, filed 7 Oct 2024.