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TFO Wealth Partners’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

TFO Wealth Partners’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
Q3 		– Sell
-80,035
Closed -$4.3M – 296
2022
Q2 		$4.3M Buy
80,035
+1,897
+2% +$111K 0.97% 11
2022
Q1 		$4.97M Buy
+78,138
New +$5.03M 0.99% 10

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 $1.54B AUM 15.84% 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
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.13B AUM 19.83% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

TFO Wealth Partners's IDEV Position: Q3 2022 in Review

TFO Wealth Partners sold out of iShares Core MSCI International Developed Markets ETF (IDEV) in Q3 2022, closing a stake of 80,035 shares — an estimated $4.3M sold.

TFO Wealth Partners first reported a position in IDEV in Q1 2022 and held it in 2 quarters. The position peaked at $4.97M in Q1 2022. 225 funds tracked by Wall St. Rank hold IDEV as of Q3 2022.

  • TFO Wealth Partners reported no remaining iShares Core MSCI International Developed Markets ETF position as of Q3 2022 after selling out during the quarter.
  • TFO Wealth Partners sold 80,035 iShares Core MSCI International Developed Markets ETF shares in Q3 2022, an estimated $4.3M.
  • TFO Wealth Partners first reported a position in iShares Core MSCI International Developed Markets ETF in Q1 2022 and held it in 2 quarters.
  • TFO Wealth Partners's iShares Core MSCI International Developed Markets ETF position peaked at $4.97M in Q1 2022.
  • 225 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q3 2022.

Based on TFO Wealth Partners's 13F filing for Q3 2022, filed 8 Nov 2022.