LGWM
Litman Gregory Wealth Management’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $90.3M | Buy |
1,187,722
+36,943
| +3% | +$2.81M | 7.1% | 4 |
|
|
2025
Q1 | $79.3M | Sell |
1,150,779
-3,046
| -0.3% | -$210K | 6.8% | 4 |
|
|
2024
Q4 | $74.4M | Buy |
1,153,825
+105,418
| +10% | +$6.8M | 6.45% | 4 |
|
|
2024
Q3 | $74.3M | Buy |
1,048,407
+66,925
| +7% | +$4.74M | 6.21% | 4 |
|
|
2024
Q2 | $64.4M | Buy |
981,482
+94,221
| +11% | +$6.18M | 5.72% | 4 |
|
|
2024
Q1 | $59.6M | Buy |
887,261
+64,730
| +8% | +$4.35M | 5.4% | 5 |
|
|
2023
Q4 | $52.4M | Buy |
822,531
+105,632
| +15% | +$6.72M | 4.97% | 7 |
|
|
2023
Q3 | $41.8M | Buy |
716,899
+49,702
| +7% | +$2.9M | 4.31% | 9 |
|
|
2023
Q2 | $40.8M | Buy |
+667,197
| New | +$40.8M | 5.09% | 9 |
|
|
2023
Q1 | – | Sell |
-539,112
| Closed | -$30.2M | – | 62 |
|
|
2022
Q4 | $30.2M | Buy |
539,112
+79,014
| +17% | +$4.42M | 4.22% | 9 |
|
|
2022
Q3 | $22.2M | Buy |
460,098
+216,219
| +89% | +$10.4M | 3.55% | 10 |
|
|
2022
Q2 | $13.1M | Buy |
243,879
+43,074
| +21% | +$2.31M | 1.93% | 12 |
|
|
2022
Q1 | $12.8M | Buy |
200,805
+173,040
| +623% | +$11M | 1.87% | 11 |
|
|
2021
Q4 | $1.88M | Buy |
+27,765
| New | +$1.88M | 0.32% | 35 |
|