MWM
Modern 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 | $15.4M | Buy |
203,009
+17,218
| +9% | +$1.31M | 0.39% | 67 |
|
2025
Q1 | $12.2M | Buy |
185,791
+61,211
| +49% | +$4.01M | 0.39% | 61 |
|
2024
Q4 | $8.03M | Buy |
124,580
+24,307
| +24% | +$1.57M | 0.3% | 78 |
|
2024
Q3 | $7.1M | Buy |
100,273
+42,388
| +73% | +$3M | 0.44% | 46 |
|
2024
Q2 | $3.8M | Buy |
57,885
+28,376
| +96% | +$1.86M | 0.28% | 52 |
|
2024
Q1 | $1.98M | Buy |
29,509
+20,813
| +239% | +$1.4M | 0.18% | 73 |
|
2023
Q4 | $554K | Buy |
+8,696
| New | +$554K | 0.07% | 89 |
|