Heritage Wealth Management (Arizona)’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

Heritage Wealth Management (Arizona)’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
2022 Q4	$39.2K	Buy	700 +350	+100%	+$18.8K	0.01%	543
2022 Q3	$17K	Hold	350	–	–	0.01%	565
2022 Q2	$18.8K	Hold	350	–	–	0.01%	550
2022 Q1	$22K	Buy	+350	New	+$22.5K	0.01%	577
2021 Q3	$23K	Hold	350	–	–	0.01%	538
2021 Q2	$24K	Hold	350	–	–	0.01%	535
2021 Q1	$23K	Buy	+350	New	+$22.4K	0.01%	477

Other funds holding IDEV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BOF

Bank of Finland Helsinki, Finland $1.38B AUM 11.75% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return

GSIS

Global Strategic Investment Solutions Scottsdale, Arizona $1.13B AUM 19.83% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s IDEV Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its iShares Core MSCI International Developed Markets ETF (IDEV) stake by 100% in Q4 2022, buying an estimated $18.8K and bringing the position to 700 shares worth $39.2K. The position accounts for 0.01% of the portfolio, ranked #543.

Heritage Wealth Management (Arizona) first reported a position in IDEV in Q1 2021 and has held it in 7 quarters since. 281 funds tracked by Wall St. Rank hold IDEV as of Q4 2022.

Heritage Wealth Management (Arizona) held 700 shares of iShares Core MSCI International Developed Markets ETF worth $39.2K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 350 iShares Core MSCI International Developed Markets ETF shares in Q4 2022, an estimated $18.8K.
iShares Core MSCI International Developed Markets ETF made up 0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #543 holding.
Heritage Wealth Management (Arizona) first reported a position in iShares Core MSCI International Developed Markets ETF in Q1 2021 and has held it in 7 quarters since.
281 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.