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KMG Fiduciary Partners’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

KMG Fiduciary Partners’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
-5,069
Closed -$310K – 225
2023
Q2 		$310K Buy
+5,069
New +$311K 0.04% 198

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

KMG Fiduciary Partners's IDEV Position: Q3 2023 in Review

KMG Fiduciary Partners sold out of iShares Core MSCI International Developed Markets ETF (IDEV) in Q3 2023, closing a stake of 5,069 shares — an estimated $310K sold.

KMG Fiduciary Partners first reported a position in IDEV in Q2 2023 and held it in 1 quarter. The position peaked at $310K in Q2 2023. 321 funds tracked by Wall St. Rank hold IDEV as of Q3 2023.

  • KMG Fiduciary Partners reported no remaining iShares Core MSCI International Developed Markets ETF position as of Q3 2023 after selling out during the quarter.
  • KMG Fiduciary Partners sold 5,069 iShares Core MSCI International Developed Markets ETF shares in Q3 2023, an estimated $310K.
  • KMG Fiduciary Partners first reported a position in iShares Core MSCI International Developed Markets ETF in Q2 2023 and held it in 1 quarter.
  • KMG Fiduciary Partners's iShares Core MSCI International Developed Markets ETF position peaked at $310K in Q2 2023.
  • 321 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q3 2023.

Based on KMG Fiduciary Partners's 13F filing for Q3 2023, filed 25 Oct 2023.