Family Wealth Partners’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
$9.46M Buy
124,468
+3,100
+3% +$236K 3.79% 5
2025
Q1
$8.36M Buy
121,368
+8,243
+7% +$568K 3.82% 7
2024
Q4
$7.29M Buy
113,125
+23,456
+26% +$1.51M 3.47% 9
2024
Q3
$6.35M Buy
89,669
+2,201
+3% +$156K 3.25% 11
2024
Q2
$5.74M Buy
87,468
+11,414
+15% +$749K 2.98% 11
2024
Q1
$5.11M Buy
76,054
+29,771
+64% +$2M 2.89% 11
2023
Q4
$2.95M Buy
+46,283
New +$2.95M 2.27% 16