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Fiduciary Planning’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

Fiduciary Planning’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
2021
Q2 		– Sell
-9
Closed -$1K – 151
2021
Q1 		$1K Hold
9
– – ﹤0.01% 246
2020
Q4 		$1K Hold
9
– – ﹤0.01% 218
2020
Q3 		$0 Buy
+9
New +$486 ﹤0.01% 201

Other funds holding IDEV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BOF
Bank of Finland Helsinki, Finland $1.54B AUM 15.84% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
WFA
Wipfli Financial Advisors Milwaukee, Wisconsin $1.42B AUM 20.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
TFM
TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Fiduciary Planning's IDEV Position: Q2 2021 in Review

Fiduciary Planning sold out of iShares Core MSCI International Developed Markets ETF (IDEV) in Q2 2021, closing a stake of 9 shares — an estimated $1K sold.

Fiduciary Planning first reported a position in IDEV in Q3 2020 and held it in 3 quarters. The position peaked at $1K in Q1 2021. 183 funds tracked by Wall St. Rank hold IDEV as of Q2 2021.

  • Fiduciary Planning reported no remaining iShares Core MSCI International Developed Markets ETF position as of Q2 2021 after selling out during the quarter.
  • Fiduciary Planning sold 9 iShares Core MSCI International Developed Markets ETF shares in Q2 2021, an estimated $1K.
  • Fiduciary Planning first reported a position in iShares Core MSCI International Developed Markets ETF in Q3 2020 and held it in 3 quarters.
  • Fiduciary Planning's iShares Core MSCI International Developed Markets ETF position peaked at $1K in Q1 2021.
  • 183 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q2 2021.

Based on Fiduciary Planning's 13F filing for Q2 2021, filed 6 Aug 2021.