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Optimum Investment Advisors’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

Optimum Investment Advisors’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
2022
Q4 		– Sell
-75
Closed -$4K – 795
2022
Q3 		$4K Hold
75
– – ﹤0.01% 677
2022
Q2 		$4K Sell
75
-348
-82% -$20.4K ﹤0.01% 706
2022
Q1 		$27K Sell
423
-109
-20% -$7.02K 0.01% 532
2021
Q4 		$36K Buy
532
+3
+0.6% +$204 0.01% 521
2021
Q3 		$35K Sell
529
-80
-13% -$5.47K 0.01% 518
2021
Q2 		$41K Sell
609
-238
-28% -$16.1K 0.01% 553
2021
Q1 		$55K Buy
847
+226
+36% +$14.4K 0.02% 480
2020
Q4 		$38K Buy
621
+137
+28% +$7.92K 0.01% 525
2020
Q3 		$26K Buy
484
+190
+65% +$10.3K 0.01% 560
2020
Q2 		$15K Buy
294
+68
+30% +$3.29K 0.01% 644
2020
Q1 		$10K Buy
226
+30
+15% +$1.59K ﹤0.01% 678
2019
Q4 		$11K Buy
196
+2
+1% +$113 ﹤0.01% 762
2019
Q3 		$11K Hold
194
– – ﹤0.01% 781
2019
Q2 		$11K Buy
194
+4
+2% +$219 ﹤0.01% 773
2019
Q1 		$10K Hold
190
– – ﹤0.01% 807
2018
Q4 		$9K Buy
+190
New +$9.89K ﹤0.01% 775

Other funds holding IDEV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BOF
Bank of Finland Helsinki, Finland $1.54B AUM 15.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.13B AUM 19.83% 1-Year Est. Return

Optimum Investment Advisors's IDEV Position: Q4 2022 in Review

Optimum Investment Advisors sold out of iShares Core MSCI International Developed Markets ETF (IDEV) in Q4 2022, closing a stake of 75 shares — an estimated $4K sold.

Optimum Investment Advisors first reported a position in IDEV in Q4 2018 and held it in 16 quarters. The position peaked at $55K in Q1 2021. 281 funds tracked by Wall St. Rank hold IDEV as of Q4 2022.

  • Optimum Investment Advisors reported no remaining iShares Core MSCI International Developed Markets ETF position as of Q4 2022 after selling out during the quarter.
  • Optimum Investment Advisors sold 75 iShares Core MSCI International Developed Markets ETF shares in Q4 2022, an estimated $4K.
  • Optimum Investment Advisors first reported a position in iShares Core MSCI International Developed Markets ETF in Q4 2018 and held it in 16 quarters.
  • Optimum Investment Advisors's iShares Core MSCI International Developed Markets ETF position peaked at $55K in Q1 2021.
  • 281 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q4 2022.

Based on Optimum Investment Advisors's 13F filing for Q4 2022, filed 5 Jan 2023.