LWS Wealth Advisors’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

LWS Wealth Advisors’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	$558K	Buy	8,772 +35	+0.4%	+$2.09K	0.21%	44
2023 Q3	$509K	Buy	8,737 +84	+1%	+$5.09K	0.22%	41
2023 Q2	$529K	Buy	8,653 +121	+1%	+$7.42K	0.22%	41
2023 Q1	$516K	Sell	8,532 -12	-0.1%	-$713	0.21%	41
2022 Q4	$478K	Buy	8,544 +142	+2%	+$7.63K	0.2%	40
2022 Q3	$406K	Buy	8,402 +4,225	+101%	+$227K	0.16%	46
2022 Q2	$224K	Buy	4,177 +88	+2%	+$5.17K	0.11%	58
2022 Q1	$260K	Buy	4,089 +5	+0.1%	+$322	0.11%	52
2021 Q4	$276K	Buy	4,084 +67	+2%	+$4.55K	0.11%	53
2021 Q3	$268K	Hold	4,017	–	–	0.12%	52
2021 Q2	$271K	Buy	4,017 +51	+1%	+$3.46K	0.12%	48
2021 Q1	$256K	Sell	3,966 -15	-0.4%	-$958	0.12%	52
2020 Q4	$245K	Buy	+3,981	New	+$230K	0.11%	56

Other funds holding IDEV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BOF

Bank of Finland Helsinki, Finland $1.54B AUM 15.84% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LWS Wealth Advisors's IDEV Position: Q4 2023 in Review

LWS Wealth Advisors increased its iShares Core MSCI International Developed Markets ETF (IDEV) stake by 0.4% in Q4 2023, buying an estimated $2.09K and bringing the position to 8,772 shares worth $558K. The position accounts for 0.21% of the portfolio, ranked #44.

LWS Wealth Advisors first reported a position in IDEV in Q4 2020 and has held it in 13 quarters since. 390 funds tracked by Wall St. Rank hold IDEV as of Q4 2023.

LWS Wealth Advisors held 8,772 shares of iShares Core MSCI International Developed Markets ETF worth $558K as of Q4 2023.
LWS Wealth Advisors bought 35 iShares Core MSCI International Developed Markets ETF shares in Q4 2023, an estimated $2.09K.
iShares Core MSCI International Developed Markets ETF made up 0.21% of LWS Wealth Advisors's portfolio in Q4 2023, its #44 holding.
LWS Wealth Advisors first reported a position in iShares Core MSCI International Developed Markets ETF in Q4 2020 and has held it in 13 quarters since.
390 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q4 2023.

Based on LWS Wealth Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.