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Liberty Wealth Management’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

Liberty Wealth Management’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
2021
Q4 		– Sell
-192
Closed -$13K – 594
2021
Q3 		$13K Hold
192
– – ﹤0.01% 760
2021
Q2 		$13K Buy
+192
New +$13K 0.01% 592

Other funds holding IDEV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BOF
Bank of Finland Helsinki, Finland $1.38B AUM 11.75% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WFA
Wipfli Financial Advisors Milwaukee, Wisconsin $1.42B AUM 20.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Liberty Wealth Management's IDEV Position: Q4 2021 in Review

Liberty Wealth Management sold out of iShares Core MSCI International Developed Markets ETF (IDEV) in Q4 2021, closing a stake of 192 shares — an estimated $13K sold.

Liberty Wealth Management first reported a position in IDEV in Q2 2021 and held it in 2 quarters. The position peaked at $13K in Q3 2021. 215 funds tracked by Wall St. Rank hold IDEV as of Q4 2021.

  • Liberty Wealth Management reported no remaining iShares Core MSCI International Developed Markets ETF position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 192 iShares Core MSCI International Developed Markets ETF shares in Q4 2021, an estimated $13K.
  • Liberty Wealth Management first reported a position in iShares Core MSCI International Developed Markets ETF in Q2 2021 and held it in 2 quarters.
  • Liberty Wealth Management's iShares Core MSCI International Developed Markets ETF position peaked at $13K in Q3 2021.
  • 215 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.