Summit Wealth Partners’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.53M | Buy |
59,615
+10,750
| +22% | +$817K | 0.86% | 29 |
|
|
2025
Q1 | $3.37M | Buy |
48,865
+7,571
| +18% | +$522K | 0.68% | 37 |
|
|
2024
Q4 | $2.66M | Buy |
41,294
+11,566
| +39% | +$746K | 0.55% | 40 |
|
|
2024
Q3 | $2.11M | Buy |
29,728
+5,530
| +23% | +$392K | 0.41% | 51 |
|
|
2024
Q2 | $1.59M | Buy |
24,198
+19,100
| +375% | +$1.25M | 0.33% | 61 |
|
|
2024
Q1 | $342K | Buy |
+5,098
| New | +$342K | 0.07% | 162 |
|