Simplicity Solutions’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

Simplicity Solutions’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	$4.69M	Buy	73,744 +4,040	+6%	+$241K	0.13%	143
2023 Q3	$4.06M	Sell	69,704 -1,907	-3%	-$116K	0.13%	144
2023 Q2	$4.38M	Sell	71,611 -20,396	-22%	-$1.25M	0.12%	167
2023 Q1	$5.56M	Buy	92,007 +1,546	+2%	+$91.9K	0.15%	130
2022 Q4	$5.06M	Buy	+90,461	New	+$4.86M	0.69%	15
2020 Q1	–	Sell	-7,936	Closed	-$462K	–	803
2019 Q4	$462K	Buy	+7,936	New	+$449K	0.01%	560

Other funds holding IDEV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BOF

Bank of Finland Helsinki, Finland $1.54B AUM 15.84% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Simplicity Solutions's IDEV Position: Q4 2023 in Review

Simplicity Solutions increased its iShares Core MSCI International Developed Markets ETF (IDEV) stake by 5.8% in Q4 2023, buying an estimated $241K and bringing the position to 73,744 shares worth $4.69M. The position accounts for 0.13% of the portfolio, ranked #143.

Simplicity Solutions first reported a position in IDEV in Q4 2019 and has held it in 6 quarters since. The position peaked at $5.56M in Q1 2023. 390 funds tracked by Wall St. Rank hold IDEV as of Q4 2023.

Simplicity Solutions held 73,744 shares of iShares Core MSCI International Developed Markets ETF worth $4.69M as of Q4 2023.
Simplicity Solutions bought 4,040 iShares Core MSCI International Developed Markets ETF shares in Q4 2023, an estimated $241K.
iShares Core MSCI International Developed Markets ETF made up 0.13% of Simplicity Solutions's portfolio in Q4 2023, its #143 holding.
Simplicity Solutions first reported a position in iShares Core MSCI International Developed Markets ETF in Q4 2019 and has held it in 6 quarters since.
Simplicity Solutions's iShares Core MSCI International Developed Markets ETF position peaked at $5.56M in Q1 2023.
390 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.