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Estate Counselors’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

Estate Counselors’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
2018
Q4 		– Sell
-5,400
Closed -$306K – 66
2018
Q3 		$306K Hold
5,400
– – 0.06% 59
2018
Q2 		$302K Hold
5,400
– – 0.06% 60
2018
Q1 		$314K Buy
+5,400
New +$320K 0.06% 65

Other funds holding IDEV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
K
Kemper Chicago, Illinois $1.2M AUM 20.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

Estate Counselors's IDEV Position: Q4 2018 in Review

Estate Counselors sold out of iShares Core MSCI International Developed Markets ETF (IDEV) in Q4 2018, closing a stake of 5,400 shares — an estimated $306K sold.

Estate Counselors first reported a position in IDEV in Q1 2018 and held it in 3 quarters. The position peaked at $314K in Q1 2018. 66 funds tracked by Wall St. Rank hold IDEV as of Q4 2018.

  • Estate Counselors reported no remaining iShares Core MSCI International Developed Markets ETF position as of Q4 2018 after selling out during the quarter.
  • Estate Counselors sold 5,400 iShares Core MSCI International Developed Markets ETF shares in Q4 2018, an estimated $306K.
  • Estate Counselors first reported a position in iShares Core MSCI International Developed Markets ETF in Q1 2018 and held it in 3 quarters.
  • Estate Counselors's iShares Core MSCI International Developed Markets ETF position peaked at $314K in Q1 2018.
  • 66 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q4 2018.

Based on Estate Counselors's 13F filing for Q4 2018, filed 4 Feb 2019.