Lauterbach Financial Advisors’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.47M | Buy |
32,512
+498
| +2% | +$37.9K | 1.36% | 13 |
|
2025
Q1 | $2.21M | Buy |
32,014
+1,415
| +5% | +$97.5K | 1.37% | 11 |
|
2024
Q4 | $1.97M | Buy |
30,599
+3,685
| +14% | +$238K | 1.2% | 14 |
|
2024
Q3 | $1.91M | Sell |
26,914
-691
| -3% | -$48.9K | 1.16% | 14 |
|
2024
Q2 | $1.79M | Sell |
27,605
-25
| -0.1% | -$1.62K | 1.18% | 14 |
|
2024
Q1 | $1.85M | Buy |
27,630
+9,445
| +52% | +$634K | 1.22% | 12 |
|
2023
Q4 | $1.16M | Buy |
18,185
+5,888
| +48% | +$375K | 0.81% | 16 |
|
2023
Q3 | $717K | Buy |
12,297
+8
| +0.1% | +$466 | 0.56% | 22 |
|
2023
Q2 | $751K | Hold |
12,289
| – | – | 0.57% | 22 |
|
2023
Q1 | $743K | Buy |
12,289
+940
| +8% | +$56.8K | 0.6% | 22 |
|
2022
Q4 | $635K | Buy |
11,349
+3,352
| +42% | +$188K | 0.57% | 23 |
|
2022
Q3 | $386K | Buy |
7,997
+1,203
| +18% | +$58.1K | 0.39% | 27 |
|
2022
Q2 | $365K | Buy |
6,794
+1,589
| +31% | +$85.4K | 0.35% | 27 |
|
2022
Q1 | $331K | Buy |
5,205
+7
| +0.1% | +$445 | 0.3% | 29 |
|
2021
Q4 | $351K | Buy |
+5,198
| New | +$351K | 0.31% | 29 |
|