GWM
Geneos Wealth Management’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.1M | Sell |
172,375
-5,667
| -3% | -$431K | 0.32% | 75 |
|
|
2025
Q1 | $31.3M | Buy |
178,042
+69,442
| +64% | +$12.2M | 0.45% | 45 |
|
|
2024
Q4 | $7M | Buy |
108,600
+4,281
| +4% | +$276K | 0.25% | 93 |
|
|
2024
Q3 | $7.39M | Buy |
+104,319
| New | +$7.39M | 0.28% | 81 |
|
|
2024
Q1 | – | Sell |
-181
| Closed | -$11.5K | – | 2176 |
|
|
2023
Q4 | $11.5K | Buy |
+181
| New | +$11.5K | ﹤0.01% | 1518 |
|
|
2021
Q2 | – | Sell |
-307,964
| Closed | -$20.5M | – | 2978 |
|
|
2021
Q1 | $20.5M | Buy |
+307,964
| New | +$20.5M | 0.57% | 35 |
|