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Hart & Patterson Financial Group’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

Hart & Patterson Financial Group’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
2024
Q4 		$1.84M Sell
28,614
-1,620
-5% -$109K 0.9% 30
2024
Q3 		$2.14M Buy
30,234
+10,452
+53% +$709K 1.01% 29
2024
Q2 		$1.3M Buy
19,782
+2,428
+14% +$162K 0.64% 36
2024
Q1 		$1.16M Buy
17,354
+1,126
+7% +$72.5K 0.58% 37
2023
Q4 		$1.03M Buy
+16,228
New +$968K 0.54% 33

Other funds holding IDEV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
BOF
Bank of Finland Helsinki, Finland $1.54B AUM 15.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Hart & Patterson Financial Group's IDEV Position: Q4 2024 in Review

Hart & Patterson Financial Group reduced its iShares Core MSCI International Developed Markets ETF (IDEV) stake by 5.4% in Q4 2024, selling an estimated $109K and leaving 28,614 shares worth $1.84M. The position accounts for 0.9% of the portfolio, ranked #30.

Hart & Patterson Financial Group first reported a position in IDEV in Q4 2023 and has held it in 5 quarters since. The position peaked at $2.14M in Q3 2024. 514 funds tracked by Wall St. Rank hold IDEV as of Q4 2024.

  • Hart & Patterson Financial Group held 28,614 shares of iShares Core MSCI International Developed Markets ETF worth $1.84M as of Q4 2024.
  • Hart & Patterson Financial Group sold 1,620 iShares Core MSCI International Developed Markets ETF shares in Q4 2024, an estimated $109K.
  • iShares Core MSCI International Developed Markets ETF made up 0.9% of Hart & Patterson Financial Group's portfolio in Q4 2024, its #30 holding.
  • Hart & Patterson Financial Group first reported a position in iShares Core MSCI International Developed Markets ETF in Q4 2023 and has held it in 5 quarters since.
  • Hart & Patterson Financial Group's iShares Core MSCI International Developed Markets ETF position peaked at $2.14M in Q3 2024.
  • 514 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q4 2024.

Based on Hart & Patterson Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.