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Sierra Summit Advisors’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

Sierra Summit 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
-3,956
Closed -$252K – 183
2023
Q4 		$252K Buy
+3,956
New +$236K 0.07% 165

Other funds holding IDEV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Bessemer Group
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

Sierra Summit Advisors's IDEV Position: Q1 2024 in Review

Sierra Summit Advisors sold out of iShares Core MSCI International Developed Markets ETF (IDEV) in Q1 2024, closing a stake of 3,956 shares — an estimated $252K sold.

Sierra Summit Advisors first reported a position in IDEV in Q4 2023 and held it in 1 quarter. The position peaked at $252K in Q4 2023. 400 funds tracked by Wall St. Rank hold IDEV as of Q1 2024.

  • Sierra Summit Advisors reported no remaining iShares Core MSCI International Developed Markets ETF position as of Q1 2024 after selling out during the quarter.
  • Sierra Summit Advisors sold 3,956 iShares Core MSCI International Developed Markets ETF shares in Q1 2024, an estimated $252K.
  • Sierra Summit Advisors first reported a position in iShares Core MSCI International Developed Markets ETF in Q4 2023 and held it in 1 quarter.
  • Sierra Summit Advisors's iShares Core MSCI International Developed Markets ETF position peaked at $252K in Q4 2023.
  • 400 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q1 2024.

Based on Sierra Summit Advisors's 13F filing for Q1 2024, filed 9 May 2024.