Oakwell Private Wealth Management’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

Oakwell Private Wealth Management’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 Q3	–	Sell	-12,190	Closed	-$822K	–	62
2021 Q2	$822K	Sell	12,190 -584	-5%	-$39.6K	0.53%	32
2021 Q1	$825K	Sell	12,774 -778	-6%	-$49.7K	0.58%	29
2020 Q4	$835K	Buy	+13,552	New	+$784K	0.66%	28

Other funds holding IDEV

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

BOF

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

WFA

Wipfli Financial Advisors Milwaukee, Wisconsin $1.42B AUM 20.63% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SWP

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

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Oakwell Private Wealth Management's IDEV Position: Q3 2021 in Review

Oakwell Private Wealth Management sold out of iShares Core MSCI International Developed Markets ETF (IDEV) in Q3 2021, closing a stake of 12,190 shares — an estimated $822K sold.

Oakwell Private Wealth Management first reported a position in IDEV in Q4 2020 and held it in 3 quarters. The position peaked at $835K in Q4 2020. 184 funds tracked by Wall St. Rank hold IDEV as of Q3 2021.

Oakwell Private Wealth Management reported no remaining iShares Core MSCI International Developed Markets ETF position as of Q3 2021 after selling out during the quarter.
Oakwell Private Wealth Management sold 12,190 iShares Core MSCI International Developed Markets ETF shares in Q3 2021, an estimated $822K.
Oakwell Private Wealth Management first reported a position in iShares Core MSCI International Developed Markets ETF in Q4 2020 and held it in 3 quarters.
Oakwell Private Wealth Management's iShares Core MSCI International Developed Markets ETF position peaked at $835K in Q4 2020.
184 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q3 2021.

Based on Oakwell Private Wealth Management's 13F filing for Q3 2021, filed 14 Oct 2021.