M Holdings Securities’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

M Holdings Securities’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
2020 Q2	–	Sell	-40,482	Closed	-$1.79M	–	194
2020 Q1	$1.79M	Buy	+40,482	New	+$2.15M	0.27%	98
2019 Q2	–	Sell	-6,850	Closed	-$371K	–	248
2019 Q1	$371K	Buy	+6,850	New	+$360K	0.09%	247

Other funds holding IDEV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FDx Advisors Chicago, Illinois $332M AUM 22.76% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

M Holdings Securities's IDEV Position: Q2 2020 in Review

M Holdings Securities sold out of iShares Core MSCI International Developed Markets ETF (IDEV) in Q2 2020, closing a stake of 40,482 shares — an estimated $1.79M sold.

M Holdings Securities first reported a position in IDEV in Q1 2019 and held it in 2 quarters. The position peaked at $1.79M in Q1 2020. 104 funds tracked by Wall St. Rank hold IDEV as of Q2 2020.

M Holdings Securities reported no remaining iShares Core MSCI International Developed Markets ETF position as of Q2 2020 after selling out during the quarter.
M Holdings Securities sold 40,482 iShares Core MSCI International Developed Markets ETF shares in Q2 2020, an estimated $1.79M.
M Holdings Securities first reported a position in iShares Core MSCI International Developed Markets ETF in Q1 2019 and held it in 2 quarters.
M Holdings Securities's iShares Core MSCI International Developed Markets ETF position peaked at $1.79M in Q1 2020.
104 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q2 2020.

Based on M Holdings Securities's 13F filing for Q2 2020, filed 21 Aug 2020.