SWPG
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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

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SWP
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Royal Bank of Canada
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UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
AssetMark Inc
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Bank of America
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FA
FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return