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

PFG 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
2023
Q4 		– Sell
-126
Closed -$7.34K – 262
2023
Q3 		$7.34K Buy
+126
New +$7.63K 0.01% 197

Other funds holding IDEV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BOF
Bank of Finland Helsinki, Finland $1.38B AUM 11.75% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PFG Private Wealth Management's IDEV Position: Q4 2023 in Review

PFG Private Wealth Management sold out of iShares Core MSCI International Developed Markets ETF (IDEV) in Q4 2023, closing a stake of 126 shares — an estimated $7.34K sold.

PFG Private Wealth Management first reported a position in IDEV in Q3 2023 and held it in 1 quarter. The position peaked at $7.34K in Q3 2023. 391 funds tracked by Wall St. Rank hold IDEV as of Q4 2023.

  • PFG Private Wealth Management reported no remaining iShares Core MSCI International Developed Markets ETF position as of Q4 2023 after selling out during the quarter.
  • PFG Private Wealth Management sold 126 iShares Core MSCI International Developed Markets ETF shares in Q4 2023, an estimated $7.34K.
  • PFG Private Wealth Management first reported a position in iShares Core MSCI International Developed Markets ETF in Q3 2023 and held it in 1 quarter.
  • PFG Private Wealth Management's iShares Core MSCI International Developed Markets ETF position peaked at $7.34K in Q3 2023.
  • 391 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q4 2023.

Based on PFG Private Wealth Management's 13F filing for Q4 2023, filed 22 Jan 2024.