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Live Oak Investment Partners’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

Live Oak Investment 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
Q4 		– Hold
0
– – – 217
2024
Q3 		– Hold
0
– – – 202
2024
Q2 		– Hold
0
– – – 195
2023
Q4 		– Hold
0
– – – 191
2023
Q3 		– Hold
0
– – – 197
2023
Q2 		– Hold
0
– – – 203
2023
Q1 		– Hold
0
– – – 190
2022
Q4 		– Hold
0
– – – 185

Other funds holding IDEV

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BlackRock
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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
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
BOF
Bank of Finland Helsinki, Finland $1.38B AUM 11.75% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return