Laurel Wealth Advisors (California)’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

Laurel Wealth Advisors (California)’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	$337K	Sell	6,024 -255	-4%	-$13.7K	0.03%	468
2022 Q3	$303K	Sell	6,279 -1,947	-24%	-$105K	0.03%	481
2022 Q2	$442K	Buy	8,226 +3,985	+94%	+$234K	0.05%	391
2022 Q1	$270K	Sell	4,241 -25,597	-86%	-$1.65M	0.02%	621
2021 Q4	$2.02M	Buy	+29,838	New	+$2.03M	0.16%	135
2021 Q3	–	Sell	-31,240	Closed	-$2.11M	–	478
2021 Q2	$2.11M	Sell	31,240 -161	-0.5%	-$10.9K	0.27%	90
2021 Q1	$2.03M	Sell	31,401 -5,956	-16%	-$381K	0.31%	78
2020 Q4	$2.3M	Sell	37,357 -330	-0.9%	-$19.1K	0.34%	65
2020 Q3	$2.03M	Sell	37,687 -2,970	-7%	-$160K	0.34%	65
2020 Q2	$2.08M	Buy	40,657 +1,271	+3%	+$61.5K	0.38%	66
2020 Q1	$1.75M	Buy	+39,386	New	+$2.09M	0.4%	62

Other funds holding IDEV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BOF

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return

GSIS

Global Strategic Investment Solutions Scottsdale, Arizona $1.13B AUM 19.83% 1-Year Est. Return

Laurel Wealth Advisors (California)'s IDEV Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its iShares Core MSCI International Developed Markets ETF (IDEV) stake by 4.1% in Q4 2022, selling an estimated $13.7K and leaving 6,024 shares worth $337K. The position accounts for 0.03% of the portfolio, ranked #468.

Laurel Wealth Advisors (California) first reported a position in IDEV in Q1 2020 and has held it in 11 quarters since. The position peaked at $2.3M in Q4 2020. 281 funds tracked by Wall St. Rank hold IDEV as of Q4 2022.

Laurel Wealth Advisors (California) held 6,024 shares of iShares Core MSCI International Developed Markets ETF worth $337K as of Q4 2022.
Laurel Wealth Advisors (California) sold 255 iShares Core MSCI International Developed Markets ETF shares in Q4 2022, an estimated $13.7K.
iShares Core MSCI International Developed Markets ETF made up 0.03% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #468 holding.
Laurel Wealth Advisors (California) first reported a position in iShares Core MSCI International Developed Markets ETF in Q1 2020 and has held it in 11 quarters since.
Laurel Wealth Advisors (California)'s iShares Core MSCI International Developed Markets ETF position peaked at $2.3M in Q4 2020.
281 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.