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 |
|