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Next Financial Group’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

Next Financial Group’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
2021
Q4 		$4K Hold
57
– – ﹤0.01% 2469
2021
Q3 		$4K Hold
57
– – ﹤0.01% 2315
2021
Q2 		$4K Hold
57
– – ﹤0.01% 2254
2021
Q1 		$4K Buy
57
+37
+185% +$2.36K ﹤0.01% 2158
2020
Q4 		$1K Hold
20
– – ﹤0.01% 2279
2020
Q3 		$1K Buy
+20
New +$1.08K ﹤0.01% 2109

Other funds holding IDEV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BOF
Bank of Finland Helsinki, Finland $1.54B AUM 15.84% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WFA
Wipfli Financial Advisors Milwaukee, Wisconsin $1.42B AUM 20.63% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Next Financial Group's IDEV Position: Q4 2021 in Review

Next Financial Group held its iShares Core MSCI International Developed Markets ETF (IDEV) position steady in Q4 2021 at 57 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #2469.

Next Financial Group first reported a position in IDEV in Q3 2020 and has held it in 6 quarters since. 215 funds tracked by Wall St. Rank hold IDEV as of Q4 2021.

  • Next Financial Group held 57 shares of iShares Core MSCI International Developed Markets ETF worth $4K as of Q4 2021.
  • Next Financial Group left its iShares Core MSCI International Developed Markets ETF share count unchanged in Q4 2021.
  • iShares Core MSCI International Developed Markets ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2469 holding.
  • Next Financial Group first reported a position in iShares Core MSCI International Developed Markets ETF in Q3 2020 and has held it in 6 quarters since.
  • 215 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.