SWA
Strategies Wealth Advisors’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Sell |
15,458
-3,716
| -19% | -$283K | 0.13% | 50 |
|
|
2025
Q1 | $1.32M | Sell |
19,174
-2,635
| -12% | -$182K | 0.16% | 47 |
|
|
2024
Q4 | $1.49M | Sell |
21,809
-901
| -4% | -$61.4K | 0.19% | 39 |
|
|
2024
Q3 | $1.61M | Sell |
22,710
-1,898
| -8% | -$134K | 0.22% | 35 |
|
|
2024
Q2 | $1.62M | Sell |
24,608
-53
| -0.2% | -$3.48K | 0.24% | 34 |
|
|
2024
Q1 | $1.66M | Buy |
24,661
+182
| +0.7% | +$12.2K | 0.25% | 35 |
|
|
2023
Q4 | $1.56M | Buy |
24,479
+100
| +0.4% | +$6.37K | 0.27% | 36 |
|
|
2023
Q3 | $1.42M | Sell |
24,379
-222
| -0.9% | -$12.9K | 0.28% | 37 |
|
|
2023
Q2 | $1.5M | Sell |
24,601
-2,476
| -9% | -$151K | 0.31% | 36 |
|
|
2023
Q1 | $1.64M | Sell |
27,077
-427
| -2% | -$25.8K | 0.36% | 33 |
|
|
2022
Q4 | $1.54M | Buy |
+27,504
| New | +$1.54M | 0.38% | 31 |
|
|
2022
Q2 | $1.54M | Buy |
28,612
+212
| +0.7% | +$11.4K | 0.44% | 33 |
|
|
2022
Q1 | $1.81M | Buy |
28,400
+12
| +0% | +$764 | 0.48% | 30 |
|
|
2021
Q4 | $1.92M | Buy |
+28,388
| New | +$1.92M | 0.54% | 33 |
|