Elevate Wealth Advisory’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.19M Sell
68,286
-10,569
-13% -$804K 3.69% 6
2025
Q1
$5.43M Buy
78,855
+13,684
+21% +$943K 3.85% 6
2024
Q4
$4.2M Buy
65,171
+2,261
+4% +$146K 3.15% 10
2024
Q3
$4.46M Sell
62,910
-335
-0.5% -$23.7K 3.31% 10
2024
Q2
$4.15M Buy
63,245
+7,224
+13% +$474K 3.37% 10
2024
Q1
$3.76M Buy
56,021
+7,578
+16% +$509K 3.27% 10
2023
Q4
$3.08M Buy
+48,443
New +$3.08M 2.83% 10