Legacy Financial Advisors’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

Legacy Financial Advisors’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 Q2	–	Sell	-3,424	Closed	-$218K	–	238
2022 Q1	$218K	Sell	3,424 -689	-17%	-$44.4K	0.05%	222
2021 Q4	$278K	Sell	4,113 -329	-7%	-$22.4K	0.06%	154
2021 Q3	$297K	Sell	4,442 -806	-15%	-$55.1K	0.07%	124
2021 Q2	$354K	Sell	5,248 -861	-14%	-$58.4K	0.09%	105
2021 Q1	$395K	Sell	6,109 -138	-2%	-$8.82K	0.11%	83
2020 Q4	$385K	Sell	6,247 -199	-3%	-$11.5K	0.11%	78
2020 Q3	$348K	Buy	+6,446	New	+$348K	0.11%	76
2020 Q2	–	Sell	-15,894	Closed	-$754K	–	49
2020 Q1	$754K	Buy	+15,894	New	+$845K	0.28%	30

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

BOF

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

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

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

WFA

Wipfli Financial Advisors Milwaukee, Wisconsin $1.42B AUM 20.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Legacy Financial Advisors's IDEV Position: Q2 2022 in Review

Legacy Financial Advisors sold out of iShares Core MSCI International Developed Markets ETF (IDEV) in Q2 2022, closing a stake of 3,424 shares — an estimated $218K sold.

Legacy Financial Advisors first reported a position in IDEV in Q1 2020 and held it in 8 quarters. The position peaked at $754K in Q1 2020. 235 funds tracked by Wall St. Rank hold IDEV as of Q2 2022.

Legacy Financial Advisors reported no remaining iShares Core MSCI International Developed Markets ETF position as of Q2 2022 after selling out during the quarter.
Legacy Financial Advisors sold 3,424 iShares Core MSCI International Developed Markets ETF shares in Q2 2022, an estimated $218K.
Legacy Financial Advisors first reported a position in iShares Core MSCI International Developed Markets ETF in Q1 2020 and held it in 8 quarters.
Legacy Financial Advisors's iShares Core MSCI International Developed Markets ETF position peaked at $754K in Q1 2020.
235 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q2 2022.

Based on Legacy Financial Advisors's 13F filing for Q2 2022, filed 8 Aug 2022.