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Life Planning Partners’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

Life Planning 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
2024
Q1 		– Sell
-1,465
Closed -$93.3K – 135
2023
Q4 		$93.3K Buy
+1,465
New +$87.3K 0.09% 82
2022
Q3 		$67.2K Hold
1,390
– – 0.08% 80
2022
Q2 		$75K Hold
1,390
– – 0.08% 72
2022
Q1 		$88K Hold
1,390
– – 0.09% 69
2021
Q4 		$94K Buy
+1,390
New +$94.5K 0.09% 69

Other funds holding IDEV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.54B AUM 15.84% 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
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

Life Planning Partners's IDEV Position: Q1 2024 in Review

Life Planning Partners sold out of iShares Core MSCI International Developed Markets ETF (IDEV) in Q1 2024, closing a stake of 1,465 shares — an estimated $93.3K sold.

Life Planning Partners first reported a position in IDEV in Q4 2021 and held it in 5 quarters. The position peaked at $94K in Q4 2021. 400 funds tracked by Wall St. Rank hold IDEV as of Q1 2024.

  • Life Planning Partners reported no remaining iShares Core MSCI International Developed Markets ETF position as of Q1 2024 after selling out during the quarter.
  • Life Planning Partners sold 1,465 iShares Core MSCI International Developed Markets ETF shares in Q1 2024, an estimated $93.3K.
  • Life Planning Partners first reported a position in iShares Core MSCI International Developed Markets ETF in Q4 2021 and held it in 5 quarters.
  • Life Planning Partners's iShares Core MSCI International Developed Markets ETF position peaked at $94K in Q4 2021.
  • 400 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q1 2024.

Based on Life Planning Partners's 13F filing for Q1 2024, filed 2 May 2024.