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Summit X LLC’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

Summit X LLC’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
-12,790
Closed -$564K – 224
2020
Q1 		$564K Buy
+12,790
New +$680K 0.26% 91

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

Summit X LLC's IDEV Position: Q2 2020 in Review

Summit X LLC sold out of iShares Core MSCI International Developed Markets ETF (IDEV) in Q2 2020, closing a stake of 12,790 shares — an estimated $564K sold.

Summit X LLC first reported a position in IDEV in Q1 2020 and held it in 1 quarter. The position peaked at $564K in Q1 2020. 104 funds tracked by Wall St. Rank hold IDEV as of Q2 2020.

  • Summit X LLC reported no remaining iShares Core MSCI International Developed Markets ETF position as of Q2 2020 after selling out during the quarter.
  • Summit X LLC sold 12,790 iShares Core MSCI International Developed Markets ETF shares in Q2 2020, an estimated $564K.
  • Summit X LLC first reported a position in iShares Core MSCI International Developed Markets ETF in Q1 2020 and held it in 1 quarter.
  • Summit X LLC's iShares Core MSCI International Developed Markets ETF position peaked at $564K in Q1 2020.
  • 104 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q2 2020.

Based on Summit X LLC's 13F filing for Q2 2020, filed 13 Aug 2020.