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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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BOF
Bank of Finland Helsinki, Finland $1.54B AUM 15.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WFA
Wipfli Financial Advisors Milwaukee, Wisconsin $1.42B AUM 20.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.02B AUM 16.75% 1-Year Est. Return