Financial Synergies 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 | $1.54M | Sell |
20,286
-155
| -0.8% | -$11.8K | 0.17% | 44 |
|
|
2025
Q1 | $1.41M | Sell |
20,441
-139
| -0.7% | -$9.58K | 0.17% | 38 |
|
|
2024
Q4 | $1.33M | Buy |
20,580
+170
| +0.8% | +$11K | 0.16% | 39 |
|
|
2024
Q3 | $1.45M | Sell |
20,410
-130
| -0.6% | -$9.21K | 0.18% | 38 |
|
|
2024
Q2 | $1.35M | Buy |
20,540
+129
| +0.6% | +$8.47K | 0.18% | 38 |
|
|
2024
Q1 | $1.37M | Sell |
20,411
-1,128
| -5% | -$75.7K | 0.18% | 39 |
|
|
2023
Q4 | $1.21M | Buy |
21,539
+1,233
| +6% | +$69K | 0.19% | 38 |
|
|
2023
Q3 | $1.18M | Sell |
20,306
-276
| -1% | -$16.1K | 0.17% | 37 |
|
|
2023
Q2 | $1.26M | Sell |
20,582
-804
| -4% | -$49.1K | 0.18% | 37 |
|
|
2023
Q1 | $1.29M | Sell |
21,386
-153
| -0.7% | -$9.25K | 0.19% | 37 |
|
|
2022
Q4 | $1.21M | Sell |
21,539
-3,601
| -14% | -$202K | 0.19% | 38 |
|
|
2022
Q3 | $1.21M | Sell |
25,140
-855
| -3% | -$41.3K | 0.21% | 36 |
|
|
2022
Q2 | $1.4M | Buy |
25,995
+246
| +1% | +$13.2K | 0.23% | 32 |
|
|
2022
Q1 | $1.64M | Buy |
25,749
+6
| +0% | +$382 | 0.26% | 31 |
|
|
2021
Q4 | $1.74M | Buy |
25,743
+396
| +2% | +$26.8K | 0.24% | 33 |
|
|
2021
Q3 | $1.69M | Sell |
25,347
-868
| -3% | -$58K | 0.23% | 30 |
|
|
2021
Q2 | $1.77M | Buy |
26,215
+140
| +0.5% | +$9.44K | 0.24% | 31 |
|
|
2021
Q1 | $1.68M | Sell |
26,075
-272
| -1% | -$17.6K | 0.24% | 30 |
|
|
2020
Q4 | $1.62M | Sell |
26,347
-9,864
| -27% | -$608K | 0.25% | 30 |
|
|
2020
Q3 | $1.95M | Sell |
36,211
-8,612
| -19% | -$465K | 0.5% | 26 |
|
|
2020
Q2 | $2.29M | Buy |
+44,823
| New | +$2.29M | 0.78% | 18 |
|