Moneta Group Investment Advisors’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Buy |
13,879
+3,439
| +33% | +$262K | 0.01% | 301 |
|
|
2025
Q1 | $719K | Sell |
10,440
-402
| -4% | -$27.7K | 0.01% | 338 |
|
|
2024
Q4 | $699K | Buy |
10,842
+46
| +0.4% | +$2.97K | 0.01% | 331 |
|
|
2024
Q3 | $765K | Hold |
10,796
| – | – | 0.01% | 319 |
|
|
2024
Q2 | $709K | Sell |
10,796
-11
| -0.1% | -$722 | 0.01% | 324 |
|
|
2024
Q1 | $725K | Sell |
10,807
-140
| -1% | -$9.4K | 0.01% | 312 |
|
|
2023
Q4 | $697K | Buy |
10,947
+7,075
| +183% | +$450K | 0.01% | 284 |
|
|
2023
Q3 | $226K | Buy |
+3,872
| New | +$226K | 0.01% | 465 |
|
|
2022
Q4 | – | Sell |
-4,285
| Closed | -$207K | – | 463 |
|
|
2022
Q3 | $207K | Buy |
+4,285
| New | +$207K | 0.01% | 408 |
|