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 $5.7T AUM 30.48% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Bank of Finland Helsinki, Finland $1.54B AUM 15.84% 1-Year Est. Return

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

Auto-Owners Insurance Lansing, Michigan $4.78B AUM 24.51% 1-Year Est. Return

Citigroup New York $157B AUM 32.99% 1-Year Est. Return

Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return