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Strategic Wealth Partners Group’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

Strategic Wealth Partners Group’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
Q2 		– Sell
-7,920
Closed -$351K – 61
2020
Q1 		$351K Hold
7,920
– – 0.1% 44
2019
Q4 		$461K Buy
+7,920
New +$448K 0.11% 40

Other funds holding IDEV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $332M AUM 22.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Strategic Wealth Partners Group's IDEV Position: Q2 2020 in Review

Strategic Wealth Partners Group sold out of iShares Core MSCI International Developed Markets ETF (IDEV) in Q2 2020, closing a stake of 7,920 shares — an estimated $351K sold.

Strategic Wealth Partners Group first reported a position in IDEV in Q4 2019 and held it in 2 quarters. The position peaked at $461K in Q4 2019. 104 funds tracked by Wall St. Rank hold IDEV as of Q2 2020.

  • Strategic Wealth Partners Group reported no remaining iShares Core MSCI International Developed Markets ETF position as of Q2 2020 after selling out during the quarter.
  • Strategic Wealth Partners Group sold 7,920 iShares Core MSCI International Developed Markets ETF shares in Q2 2020, an estimated $351K.
  • Strategic Wealth Partners Group first reported a position in iShares Core MSCI International Developed Markets ETF in Q4 2019 and held it in 2 quarters.
  • Strategic Wealth Partners Group's iShares Core MSCI International Developed Markets ETF position peaked at $461K in Q4 2019.
  • 104 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q2 2020.

Based on Strategic Wealth Partners Group's 13F filing for Q2 2020, filed 13 Aug 2020.