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

Ullmann Wealth Partners Group’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
2023
Q2 		– Sell
-5,879
Closed -$356K – 101
2023
Q1 		$356K Buy
5,879
+110
+2% +$6.54K 0.08% 62
2022
Q4 		$323K Hold
5,769
– – 0.08% 60
2022
Q3 		$279K Buy
+5,769
New +$310K 0.08% 67

Other funds holding IDEV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ullmann Wealth Partners Group's IDEV Position: Q2 2023 in Review

Ullmann Wealth Partners Group sold out of iShares Core MSCI International Developed Markets ETF (IDEV) in Q2 2023, closing a stake of 5,879 shares — an estimated $356K sold.

Ullmann Wealth Partners Group first reported a position in IDEV in Q3 2022 and held it in 3 quarters. The position peaked at $356K in Q1 2023. 315 funds tracked by Wall St. Rank hold IDEV as of Q2 2023.

  • Ullmann Wealth Partners Group reported no remaining iShares Core MSCI International Developed Markets ETF position as of Q2 2023 after selling out during the quarter.
  • Ullmann Wealth Partners Group sold 5,879 iShares Core MSCI International Developed Markets ETF shares in Q2 2023, an estimated $356K.
  • Ullmann Wealth Partners Group first reported a position in iShares Core MSCI International Developed Markets ETF in Q3 2022 and held it in 3 quarters.
  • Ullmann Wealth Partners Group's iShares Core MSCI International Developed Markets ETF position peaked at $356K in Q1 2023.
  • 315 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q2 2023.

Based on Ullmann Wealth Partners Group's 13F filing for Q2 2023, filed 14 Jul 2023.