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LWAC
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
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1-Year Est. Return
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AWA
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$1.33B AUM
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1-Year Est. Return
BOF
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$1.54B AUM
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1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
SEI Investments
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$108B AUM
26.14%
1-Year Est. Return
AOI
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$4.78B AUM
24.51%
1-Year Est. Return
Citigroup
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$157B AUM
32.99%
1-Year Est. Return
CAAS
Capital Asset Advisory Services
Williamston, Michigan
$2.61B AUM
15.59%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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