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

Peterson 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
2024 Q3	$317K	Sell	4,477 -175	-4%	-$11.9K	1.22%	21
2024 Q2	$305K	Buy	4,652 +478	+11%	+$31.8K	1.86%	20
2024 Q1	$280K	Sell	4,174 -805	-16%	-$51.8K	1.83%	22
2023 Q4	$317K	Buy	4,979 +62	+1%	+$3.7K	2.08%	20
2023 Q3	$287K	Sell	4,917 -168	-3%	-$10.2K	2.85%	14
2023 Q2	$311K	Sell	5,085 -73	-1%	-$4.47K	2.85%	14
2023 Q1	$312K	Sell	5,158 -735	-12%	-$43.7K	3.14%	13
2022 Q4	$330K	Buy	+5,893	New	+$317K	0.44%	61

Other funds holding IDEV

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

BOF

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Peterson Financial Group's IDEV Position: Q3 2024 in Review

Peterson Financial Group reduced its iShares Core MSCI International Developed Markets ETF (IDEV) stake by 3.8% in Q3 2024, selling an estimated $11.9K and leaving 4,477 shares worth $317K. The position accounts for 1.22% of the portfolio, ranked #21.

Peterson Financial Group first reported a position in IDEV in Q4 2022 and has held it in 8 quarters since. The position peaked at $330K in Q4 2022. 447 funds tracked by Wall St. Rank hold IDEV as of Q3 2024.

Peterson Financial Group held 4,477 shares of iShares Core MSCI International Developed Markets ETF worth $317K as of Q3 2024.
Peterson Financial Group sold 175 iShares Core MSCI International Developed Markets ETF shares in Q3 2024, an estimated $11.9K.
iShares Core MSCI International Developed Markets ETF made up 1.22% of Peterson Financial Group's portfolio in Q3 2024, its #21 holding.
Peterson Financial Group first reported a position in iShares Core MSCI International Developed Markets ETF in Q4 2022 and has held it in 8 quarters since.
Peterson Financial Group's iShares Core MSCI International Developed Markets ETF position peaked at $330K in Q4 2022.
447 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.