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

Paracle 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
2021 Q1	$15.2M	Sell	235,645 -1,360	-0.6%	-$86.9K	2.76%	13
2020 Q4	$14.6M	Sell	237,005 -5,067	-2%	-$293K	2.79%	13
2020 Q3	$13.1M	Sell	242,072 -772	-0.3%	-$41.7K	2.82%	12
2020 Q2	$12.4M	Sell	242,844 -24,702	-9%	-$1.2M	2.89%	12
2020 Q1	$11.9M	Buy	+267,546	New	+$14.2M	3.21%	10

Other funds holding IDEV

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 Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TFM

TFC Financial Management Boston, Massachusetts $812M AUM 17.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Paracle Advisors's IDEV Position: Q1 2021 in Review

Paracle Advisors reduced its iShares Core MSCI International Developed Markets ETF (IDEV) stake by 0.57% in Q1 2021, selling an estimated $86.9K and leaving 235,645 shares worth $15.2M. The position accounts for 2.76% of the portfolio, ranked #13.

Paracle Advisors first reported a position in IDEV in Q1 2020 and has held it in 5 quarters since. 156 funds tracked by Wall St. Rank hold IDEV as of Q1 2021.

Paracle Advisors held 235,645 shares of iShares Core MSCI International Developed Markets ETF worth $15.2M as of Q1 2021.
Paracle Advisors sold 1,360 iShares Core MSCI International Developed Markets ETF shares in Q1 2021, an estimated $86.9K.
iShares Core MSCI International Developed Markets ETF made up 2.76% of Paracle Advisors's portfolio in Q1 2021, its #13 holding.
Paracle Advisors first reported a position in iShares Core MSCI International Developed Markets ETF in Q1 2020 and has held it in 5 quarters since.
156 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q1 2021.

Based on Paracle Advisors's 13F filing for Q1 2021, filed 13 May 2021.