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JP Morgan Private Wealth Advisors’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

JP Morgan Private 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
2023
Q3 		$1.13M Sell
19,474
-907
-4% -$55K ﹤0.01% 928
2023
Q2 		$1.25M Buy
20,381
+4,970
+32% +$305K 0.01% 704
2023
Q1 		$932K Buy
15,411
+5,544
+56% +$329K ﹤0.01% 1191
2022
Q4 		$552K Sell
9,867
-1,671
-14% -$89.8K ﹤0.01% 1433
2022
Q3 		$557K Buy
11,538
+3,498
+44% +$188K ﹤0.01% 1413
2022
Q2 		$432K Sell
8,040
-1,555
-16% -$91.4K ﹤0.01% 1512
2022
Q1 		$611K Sell
9,595
-205
-2% -$13.2K ﹤0.01% 1446
2021
Q4 		$662K Sell
9,800
-9,654
-50% -$656K ﹤0.01% 1438
2021
Q3 		$1.3M Hold
19,454
– – ﹤0.01% 1089
2021
Q2 		$1.31M Buy
19,454
+9,654
+99% +$655K ﹤0.01% 1064
2021
Q1 		$633K Sell
9,800
-2,170
-18% -$139K ﹤0.01% 1231
2020
Q4 		$738K Buy
11,970
+2,420
+25% +$140K ﹤0.01% 1126
2020
Q3 		$515K Hold
9,550
– – ﹤0.01% 1136
2020
Q2 		$488K Sell
9,550
-15,350
-62% -$743K ﹤0.01% 1109
2020
Q1 		$1.1M Sell
24,900
-4,500
-15% -$239K 0.01% 682
2019
Q4 		$1.71M Buy
29,400
+275
+0.9% +$15.6K 0.01% 642
2019
Q3 		$1.59M Sell
29,125
-250
-0.9% -$13.5K 0.01% 631
2019
Q2 		$1.61M Sell
29,375
-85,876
-75% -$4.69M 0.01% 635
2019
Q1 		$6.24M Sell
115,251
-6,600
-5% -$347K 0.03% 356
2018
Q4 		$5.95M Buy
121,851
+114,251
+1,503% +$5.95M 0.04% 335
2018
Q3 		$431K Buy
+7,600
New +$429K ﹤0.01% 1127

Other funds holding IDEV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $1.54B AUM 15.84% 1-Year Est. Return
Morgan Stanley
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
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 $570B AUM 27.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

JP Morgan Private Wealth Advisors's IDEV Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its iShares Core MSCI International Developed Markets ETF (IDEV) stake by 4.5% in Q3 2023, selling an estimated $55K and leaving 19,474 shares worth $1.13M. The position accounts for ﹤0.01% of the portfolio, ranked #928.

JP Morgan Private Wealth Advisors first reported a position in IDEV in Q3 2018 and has held it in 21 quarters since. The position peaked at $6.24M in Q1 2019. 320 funds tracked by Wall St. Rank hold IDEV as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 19,474 shares of iShares Core MSCI International Developed Markets ETF worth $1.13M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 907 iShares Core MSCI International Developed Markets ETF shares in Q3 2023, an estimated $55K.
  • iShares Core MSCI International Developed Markets ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #928 holding.
  • JP Morgan Private Wealth Advisors first reported a position in iShares Core MSCI International Developed Markets ETF in Q3 2018 and has held it in 21 quarters since.
  • JP Morgan Private Wealth Advisors's iShares Core MSCI International Developed Markets ETF position peaked at $6.24M in Q1 2019.
  • 320 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.