Exencial Wealth Advisors’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 | $5.75M | Buy |
75,639
+6,485
| +9% | +$493K | 0.2% | 125 |
|
|
2025
Q1 | $4.76M | Sell |
69,154
-1,083
| -2% | -$74.6K | 0.18% | 139 |
|
|
2024
Q4 | $4.53M | Sell |
70,237
-3,936
| -5% | -$254K | 0.17% | 142 |
|
|
2024
Q3 | $5.25M | Buy |
74,173
+13,975
| +23% | +$990K | 0.19% | 133 |
|
|
2024
Q2 | $3.95M | Buy |
60,198
+11,741
| +24% | +$771K | 0.15% | 146 |
|
|
2024
Q1 | $3.25M | Buy |
48,457
+7,761
| +19% | +$521K | 0.12% | 168 |
|
|
2023
Q4 | $2.59M | Buy |
+40,696
| New | +$2.59M | 0.11% | 177 |
|