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Jamison Private Wealth Management’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

Jamison Private Wealth 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
2024
Q4 		– Sell
-131
Closed -$9.28K – 320
2024
Q3 		$9.28K Hold
131
– – ﹤0.01% 347
2024
Q2 		$8.6K Sell
131
-2,663
-95% -$177K ﹤0.01% 328
2024
Q1 		$188K Buy
+2,794
New +$180K 0.03% 181

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
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
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 $72.7B AUM 39.36% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jamison Private Wealth Management's IDEV Position: Q4 2024 in Review

Jamison Private Wealth Management sold out of iShares Core MSCI International Developed Markets ETF (IDEV) in Q4 2024, closing a stake of 131 shares — an estimated $9.28K sold.

Jamison Private Wealth Management first reported a position in IDEV in Q1 2024 and held it in 3 quarters. The position peaked at $188K in Q1 2024. 516 funds tracked by Wall St. Rank hold IDEV as of Q4 2024.

  • Jamison Private Wealth Management reported no remaining iShares Core MSCI International Developed Markets ETF position as of Q4 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 131 iShares Core MSCI International Developed Markets ETF shares in Q4 2024, an estimated $9.28K.
  • Jamison Private Wealth Management first reported a position in iShares Core MSCI International Developed Markets ETF in Q1 2024 and held it in 3 quarters.
  • Jamison Private Wealth Management's iShares Core MSCI International Developed Markets ETF position peaked at $188K in Q1 2024.
  • 516 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.