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

Heartwood Wealth 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
2020
Q2 		– Sell
-5,480
Closed -$243K – 76
2020
Q1 		$243K Buy
5,480
+572
+12% +$30.4K 0.06% 58
2019
Q4 		$285K Buy
+4,908
New +$278K 0.05% 69

Other funds holding IDEV

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
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Heartwood Wealth Advisors's IDEV Position: Q2 2020 in Review

Heartwood Wealth Advisors sold out of iShares Core MSCI International Developed Markets ETF (IDEV) in Q2 2020, closing a stake of 5,480 shares — an estimated $243K sold.

Heartwood Wealth Advisors first reported a position in IDEV in Q4 2019 and held it in 2 quarters. The position peaked at $285K in Q4 2019. 104 funds tracked by Wall St. Rank hold IDEV as of Q2 2020.

  • Heartwood Wealth Advisors reported no remaining iShares Core MSCI International Developed Markets ETF position as of Q2 2020 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 5,480 iShares Core MSCI International Developed Markets ETF shares in Q2 2020, an estimated $243K.
  • Heartwood Wealth Advisors first reported a position in iShares Core MSCI International Developed Markets ETF in Q4 2019 and held it in 2 quarters.
  • Heartwood Wealth Advisors's iShares Core MSCI International Developed Markets ETF position peaked at $285K in Q4 2019.
  • 104 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q2 2020.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2020, filed 5 Aug 2020.