Stokes Family Office’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

Stokes Family Office’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	–	Sell	-5,671	Closed	-$331K	–	270
2023 Q3	$331K	Buy	5,671 +768	+16%	+$46.5K	0.04%	229
2023 Q2	$300K	Buy	4,903 +331	+7%	+$20.3K	0.03%	236
2023 Q1	$276K	Buy	+4,572	New	+$272K	0.03%	238
2022 Q3	–	Sell	-3,831	Closed	-$206K	–	280
2022 Q2	$206K	Buy	+3,831	New	+$225K	0.03%	250

Other funds holding IDEV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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 Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Stokes Family Office's IDEV Position: Q4 2023 in Review

Stokes Family Office sold out of iShares Core MSCI International Developed Markets ETF (IDEV) in Q4 2023, closing a stake of 5,671 shares — an estimated $331K sold.

Stokes Family Office first reported a position in IDEV in Q2 2022 and held it in 4 quarters. The position peaked at $331K in Q3 2023. 391 funds tracked by Wall St. Rank hold IDEV as of Q4 2023.

Stokes Family Office reported no remaining iShares Core MSCI International Developed Markets ETF position as of Q4 2023 after selling out during the quarter.
Stokes Family Office sold 5,671 iShares Core MSCI International Developed Markets ETF shares in Q4 2023, an estimated $331K.
Stokes Family Office first reported a position in iShares Core MSCI International Developed Markets ETF in Q2 2022 and held it in 4 quarters.
Stokes Family Office's iShares Core MSCI International Developed Markets ETF position peaked at $331K in Q3 2023.
391 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q4 2023.

Based on Stokes Family Office's 13F filing for Q4 2023, filed 6 Feb 2024.