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Institutional & Family Asset Management’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

Institutional & Family Asset Management’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
2023
Q3 		– Sell
-20
Closed -$1.22K – 736
2023
Q2 		$1.22K Buy
+20
New +$1.23K ﹤0.01% 609

Other funds holding IDEV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
BOF
Bank of Finland Helsinki, Finland $1.38B AUM 11.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Institutional & Family Asset Management's IDEV Position: Q3 2023 in Review

Institutional & Family Asset Management sold out of iShares Core MSCI International Developed Markets ETF (IDEV) in Q3 2023, closing a stake of 20 shares — an estimated $1.22K sold.

Institutional & Family Asset Management first reported a position in IDEV in Q2 2023 and held it in 1 quarter. The position peaked at $1.22K in Q2 2023. 321 funds tracked by Wall St. Rank hold IDEV as of Q3 2023.

  • Institutional & Family Asset Management reported no remaining iShares Core MSCI International Developed Markets ETF position as of Q3 2023 after selling out during the quarter.
  • Institutional & Family Asset Management sold 20 iShares Core MSCI International Developed Markets ETF shares in Q3 2023, an estimated $1.22K.
  • Institutional & Family Asset Management first reported a position in iShares Core MSCI International Developed Markets ETF in Q2 2023 and held it in 1 quarter.
  • Institutional & Family Asset Management's iShares Core MSCI International Developed Markets ETF position peaked at $1.22K in Q2 2023.
  • 321 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q3 2023.

Based on Institutional & Family Asset Management's 13F filing for Q3 2023, filed 13 Nov 2023.