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

SOA 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
2024
Q3 		– Sell
-12
Closed -$788 – 847
2024
Q2 		$788 Buy
+12
New +$798 ﹤0.01% 740

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
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
BOF
Bank of Finland Helsinki, Finland $1.38B AUM 11.75% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

SOA Wealth Advisors's IDEV Position: Q3 2024 in Review

SOA Wealth Advisors sold out of iShares Core MSCI International Developed Markets ETF (IDEV) in Q3 2024, closing a stake of 12 shares — an estimated $788 sold.

SOA Wealth Advisors first reported a position in IDEV in Q2 2024 and held it in 1 quarter. The position peaked at $788 in Q2 2024. 448 funds tracked by Wall St. Rank hold IDEV as of Q3 2024.

  • SOA Wealth Advisors reported no remaining iShares Core MSCI International Developed Markets ETF position as of Q3 2024 after selling out during the quarter.
  • SOA Wealth Advisors sold 12 iShares Core MSCI International Developed Markets ETF shares in Q3 2024, an estimated $788.
  • SOA Wealth Advisors first reported a position in iShares Core MSCI International Developed Markets ETF in Q2 2024 and held it in 1 quarter.
  • SOA Wealth Advisors's iShares Core MSCI International Developed Markets ETF position peaked at $788 in Q2 2024.
  • 448 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q3 2024.

Based on SOA Wealth Advisors's 13F filing for Q3 2024, filed 9 Oct 2024.