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Surevest’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

Surevest’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
2022
Q1 		– Sell
-314
Closed -$21K – 540
2021
Q4 		$21K Buy
+314
New +$21.3K 0.01% 243

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
BOF
Bank of Finland Helsinki, Finland $1.38B AUM 11.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WFA
Wipfli Financial Advisors Milwaukee, Wisconsin $1.42B AUM 20.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.13B AUM 19.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Surevest's IDEV Position: Q1 2022 in Review

Surevest sold out of iShares Core MSCI International Developed Markets ETF (IDEV) in Q1 2022, closing a stake of 314 shares — an estimated $21K sold.

Surevest first reported a position in IDEV in Q4 2021 and held it in 1 quarter. The position peaked at $21K in Q4 2021. 224 funds tracked by Wall St. Rank hold IDEV as of Q1 2022.

  • Surevest reported no remaining iShares Core MSCI International Developed Markets ETF position as of Q1 2022 after selling out during the quarter.
  • Surevest sold 314 iShares Core MSCI International Developed Markets ETF shares in Q1 2022, an estimated $21K.
  • Surevest first reported a position in iShares Core MSCI International Developed Markets ETF in Q4 2021 and held it in 1 quarter.
  • Surevest's iShares Core MSCI International Developed Markets ETF position peaked at $21K in Q4 2021.
  • 224 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q1 2022.

Based on Surevest's 13F filing for Q1 2022, filed 16 May 2022.