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

Resurgent Financial 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
2024 Q1	–	Sell	-2,394	Closed	-$152K	–	323
2023 Q4	$152K	Sell	2,394 -3	-0.1%	-$179	0.09%	193
2023 Q3	$140K	Buy	2,397 +179	+8%	+$10.8K	0.1%	189
2023 Q2	$136K	Buy	2,218 +707	+47%	+$43.3K	0.09%	195
2023 Q1	$91.4K	Sell	1,511 -712	-32%	-$42.3K	0.06%	243
2022 Q4	$124K	Buy	+2,223	New	+$119K	0.07%	274

Other funds holding IDEV

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

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

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

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 Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

Resurgent Financial Advisors's IDEV Position: Q1 2024 in Review

Resurgent Financial Advisors sold out of iShares Core MSCI International Developed Markets ETF (IDEV) in Q1 2024, closing a stake of 2,394 shares — an estimated $152K sold.

Resurgent Financial Advisors first reported a position in IDEV in Q4 2022 and held it in 5 quarters. The position peaked at $152K in Q4 2023. 400 funds tracked by Wall St. Rank hold IDEV as of Q1 2024.

Resurgent Financial Advisors reported no remaining iShares Core MSCI International Developed Markets ETF position as of Q1 2024 after selling out during the quarter.
Resurgent Financial Advisors sold 2,394 iShares Core MSCI International Developed Markets ETF shares in Q1 2024, an estimated $152K.
Resurgent Financial Advisors first reported a position in iShares Core MSCI International Developed Markets ETF in Q4 2022 and held it in 5 quarters.
Resurgent Financial Advisors's iShares Core MSCI International Developed Markets ETF position peaked at $152K in Q4 2023.
400 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q1 2024.

Based on Resurgent Financial Advisors's 13F filing for Q1 2024, filed 10 May 2024.