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Harborview Advisors’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

Harborview Advisors’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
Q3 		$2.48M Buy
37,173
+482
+1% +$33K 1.39% 17
2021
Q2 		$2.48M Buy
36,691
+557
+2% +$37.8K 1.39% 17
2021
Q1 		$2.33M Buy
36,134
+6,626
+22% +$423K 1.41% 18
2020
Q4 		$1.82M Buy
29,508
+2,817
+11% +$163K 1.22% 17
2020
Q3 		$1.44M Buy
26,691
+1,900
+8% +$103K 1.1% 20
2020
Q2 		$1.27M Buy
24,791
+12,737
+106% +$616K 1.05% 19
2020
Q1 		$534K Buy
+12,054
New +$641K 0.53% 41

Other funds holding IDEV

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $147B AUM 18.73% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Harborview Advisors's IDEV Position: Q3 2021 in Review

Harborview Advisors increased its iShares Core MSCI International Developed Markets ETF (IDEV) stake by 1.3% in Q3 2021, buying an estimated $33K and bringing the position to 37,173 shares worth $2.48M. The position accounts for 1.39% of the portfolio, ranked #17.

Harborview Advisors first reported a position in IDEV in Q1 2020 and has held it in 7 quarters since. 183 funds tracked by Wall St. Rank hold IDEV as of Q3 2021.

  • Harborview Advisors held 37,173 shares of iShares Core MSCI International Developed Markets ETF worth $2.48M as of Q3 2021.
  • Harborview Advisors bought 482 iShares Core MSCI International Developed Markets ETF shares in Q3 2021, an estimated $33K.
  • iShares Core MSCI International Developed Markets ETF made up 1.39% of Harborview Advisors's portfolio in Q3 2021, its #17 holding.
  • Harborview Advisors first reported a position in iShares Core MSCI International Developed Markets ETF in Q1 2020 and has held it in 7 quarters since.
  • 183 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q3 2021.

Based on Harborview Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.