RCA
IDEV icon

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

Rowland Carmichael 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
2020
Q4 		$181K Buy
2,932
+413
+16% +$23.9K 0.06% 299
2020
Q3 		$136K Sell
2,519
-8
-0.3% -$432 0.05% 283
2020
Q2 		$129K Sell
2,527
-1,082
-30% -$52.4K 0.05% 273
2020
Q1 		$160K Buy
+3,609
New +$192K 0.08% 243

Other funds holding IDEV

BlackRock
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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TFM
TFC Financial Management Boston, Massachusetts $812M AUM 17.34% 1-Year Est. Return
AssetMark Inc
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Rowland Carmichael Advisors's IDEV Position: Q4 2020 in Review

Rowland Carmichael Advisors increased its iShares Core MSCI International Developed Markets ETF (IDEV) stake by 16% in Q4 2020, buying an estimated $23.9K and bringing the position to 2,932 shares worth $181K. The position accounts for 0.06% of the portfolio, ranked #299.

Rowland Carmichael Advisors first reported a position in IDEV in Q1 2020 and has held it in 4 quarters since. 140 funds tracked by Wall St. Rank hold IDEV as of Q4 2020.

  • Rowland Carmichael Advisors held 2,932 shares of iShares Core MSCI International Developed Markets ETF worth $181K as of Q4 2020.
  • Rowland Carmichael Advisors bought 413 iShares Core MSCI International Developed Markets ETF shares in Q4 2020, an estimated $23.9K.
  • iShares Core MSCI International Developed Markets ETF made up 0.06% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #299 holding.
  • Rowland Carmichael Advisors first reported a position in iShares Core MSCI International Developed Markets ETF in Q1 2020 and has held it in 4 quarters since.
  • 140 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.