RWA
IDEV icon

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

RGT Wealth 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
Q3 		$483K Sell
10,000
-1,261
-11% -$67.8K 0.08% 43
2022
Q2 		$605K Buy
11,261
+800
+8% +$47K 0.1% 45
2022
Q1 		$666K Hold
10,461
– – 0.11% 48
2021
Q4 		$707K Buy
+10,461
New +$711K 0.11% 46

Other funds holding IDEV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BOF
Bank of Finland Helsinki, Finland $1.54B AUM 15.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WFA
Wipfli Financial Advisors Milwaukee, Wisconsin $1.42B AUM 20.63% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

RGT Wealth Advisors's IDEV Position: Q3 2022 in Review

RGT Wealth Advisors reduced its iShares Core MSCI International Developed Markets ETF (IDEV) stake by 11% in Q3 2022, selling an estimated $67.8K and leaving 10,000 shares worth $483K. The position accounts for 0.08% of the portfolio, ranked #43.

RGT Wealth Advisors first reported a position in IDEV in Q4 2021 and has held it in 4 quarters since. The position peaked at $707K in Q4 2021. 225 funds tracked by Wall St. Rank hold IDEV as of Q3 2022.

  • RGT Wealth Advisors held 10,000 shares of iShares Core MSCI International Developed Markets ETF worth $483K as of Q3 2022.
  • RGT Wealth Advisors sold 1,261 iShares Core MSCI International Developed Markets ETF shares in Q3 2022, an estimated $67.8K.
  • iShares Core MSCI International Developed Markets ETF made up 0.08% of RGT Wealth Advisors's portfolio in Q3 2022, its #43 holding.
  • RGT Wealth Advisors first reported a position in iShares Core MSCI International Developed Markets ETF in Q4 2021 and has held it in 4 quarters since.
  • RGT Wealth Advisors's iShares Core MSCI International Developed Markets ETF position peaked at $707K in Q4 2021.
  • 225 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q3 2022.

Based on RGT Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.