EP Wealth Advisors’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 | $1.52M | Buy |
20,046
+6,663
| +50% | +$507K | 0.01% | 472 |
|
|
2025
Q1 | $922K | Buy |
13,383
+458
| +4% | +$31.6K | 0.01% | 523 |
|
|
2024
Q4 | $833K | Sell |
12,925
-4,323
| -25% | -$279K | 0.01% | 552 |
|
|
2024
Q3 | $1.22M | Buy |
17,248
+8,409
| +95% | +$596K | 0.01% | 452 |
|
|
2024
Q2 | $580K | Buy |
8,839
+2,658
| +43% | +$174K | 0.01% | 502 |
|
|
2024
Q1 | $415K | Buy |
6,181
+291
| +5% | +$19.5K | ﹤0.01% | 559 |
|
|
2023
Q4 | $375K | Buy |
+5,890
| New | +$375K | ﹤0.01% | 563 |
|
|
2023
Q2 | – | Sell |
-38,886
| Closed | -$1.95M | – | 696 |
|
|
2023
Q1 | $1.95M | Buy |
+38,886
| New | +$1.95M | 0.03% | 225 |
|