EWM
Endowment Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.79M | Buy |
23,585
+4,580
| +24% | +$348K | 0.92% | 28 |
|
|
2025
Q1 | $1.31M | Buy |
19,005
+3,300
| +21% | +$227K | 0.84% | 35 |
|
|
2024
Q4 | $1.01M | Buy |
15,705
+2,969
| +23% | +$191K | 0.68% | 40 |
|
|
2024
Q3 | $902K | Buy |
12,736
+1,924
| +18% | +$136K | 0.59% | 48 |
|
|
2024
Q2 | $710K | Buy |
10,812
+1,830
| +20% | +$120K | 0.52% | 51 |
|
|
2024
Q1 | $603K | Buy |
8,982
+1,539
| +21% | +$103K | 0.45% | 55 |
|
|
2023
Q4 | $474K | Buy |
7,443
+371
| +5% | +$23.6K | 0.39% | 60 |
|
|
2023
Q3 | $412K | Buy |
7,072
+465
| +7% | +$27.1K | 0.37% | 69 |
|
|
2023
Q2 | $404K | Buy |
6,607
+979
| +17% | +$59.8K | 0.37% | 69 |
|
|
2023
Q1 | $338K | Buy |
5,628
+901
| +19% | +$54.1K | 0.34% | 73 |
|
|
2022
Q4 | $265K | Buy |
+4,727
| New | +$265K | 0.29% | 88 |
|