Legacy Capital Wealth Partners’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

Legacy Capital Wealth 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 Q4	–	Sell	-4,303	Closed	-$251K	–	297
2023 Q3	$251K	Sell	4,303 -26,536	-86%	-$1.61M	0.07%	232
2023 Q2	$1.88M	Sell	30,839 -45,004	-59%	-$2.76M	1.57%	23
2023 Q1	$4.59M	Sell	75,843 -35,907	-32%	-$2.13M	1.25%	21
2022 Q4	$6.26M	Buy	+111,750	New	+$6M	2.99%	12

Other funds holding IDEV

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

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

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

BOF

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

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

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

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Legacy Capital Wealth Partners's IDEV Position: Q4 2023 in Review

Legacy Capital Wealth Partners sold out of iShares Core MSCI International Developed Markets ETF (IDEV) in Q4 2023, closing a stake of 4,303 shares — an estimated $251K sold.

Legacy Capital Wealth Partners first reported a position in IDEV in Q4 2022 and held it in 4 quarters. The position peaked at $6.26M in Q4 2022. 391 funds tracked by Wall St. Rank hold IDEV as of Q4 2023.

Legacy Capital Wealth Partners reported no remaining iShares Core MSCI International Developed Markets ETF position as of Q4 2023 after selling out during the quarter.
Legacy Capital Wealth Partners sold 4,303 iShares Core MSCI International Developed Markets ETF shares in Q4 2023, an estimated $251K.
Legacy Capital Wealth Partners first reported a position in iShares Core MSCI International Developed Markets ETF in Q4 2022 and held it in 4 quarters.
Legacy Capital Wealth Partners's iShares Core MSCI International Developed Markets ETF position peaked at $6.26M in Q4 2022.
391 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q4 2023.

Based on Legacy Capital Wealth Partners's 13F filing for Q4 2023, filed 5 Feb 2024.