Legacy Financial Group (Iowa)
IDEV icon

Legacy Financial Group (Iowa)’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

Legacy Financial Group (Iowa)’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
-871
Closed -$50.8K – 240
2023
Q3 		$50.8K Buy
+871
New +$52.8K 0.01% 179

Other funds holding IDEV

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BOF
Bank of Finland Helsinki, Finland $1.38B AUM 11.75% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Citigroup
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Legacy Financial Group (Iowa)'s IDEV Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of iShares Core MSCI International Developed Markets ETF (IDEV) in Q4 2023, closing a stake of 871 shares — an estimated $50.8K sold.

Legacy Financial Group (Iowa) first reported a position in IDEV in Q3 2023 and held it in 1 quarter. The position peaked at $50.8K in Q3 2023. 391 funds tracked by Wall St. Rank hold IDEV as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining iShares Core MSCI International Developed Markets ETF position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 871 iShares Core MSCI International Developed Markets ETF shares in Q4 2023, an estimated $50.8K.
  • Legacy Financial Group (Iowa) first reported a position in iShares Core MSCI International Developed Markets ETF in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s iShares Core MSCI International Developed Markets ETF position peaked at $50.8K in Q3 2023.
  • 391 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.