United Capital Financial Advisors’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 | $3.07M | Sell |
40,340
-539
| -1% | -$41K | 0.02% | 355 |
|
|
2025
Q1 | $2.82M | Buy |
40,879
+100
| +0.2% | +$6.89K | 0.02% | 356 |
|
|
2024
Q4 | $2.63M | Buy |
40,779
+7,071
| +21% | +$456K | 0.02% | 367 |
|
|
2024
Q3 | $2.39M | Buy |
33,708
+1,023
| +3% | +$72.5K | 0.02% | 378 |
|
|
2024
Q2 | $2.15M | Sell |
32,685
-474
| -1% | -$31.1K | 0.02% | 383 |
|
|
2024
Q1 | $2.23M | Sell |
33,159
-6,120
| -16% | -$411K | 0.02% | 406 |
|
|
2023
Q4 | $2.5M | Sell |
39,279
-62,803
| -62% | -$4M | 0.02% | 379 |
|
|
2023
Q3 | $5.95M | Buy |
102,082
+24,216
| +31% | +$1.41M | 0.04% | 280 |
|
|
2023
Q2 | $4.76M | Buy |
77,866
+35,677
| +85% | +$2.18M | 0.03% | 320 |
|
|
2023
Q1 | $2.55M | Buy |
42,189
+15,194
| +56% | +$919K | 0.01% | 412 |
|
|
2022
Q4 | $1.51M | Sell |
26,995
-6,078
| -18% | -$340K | 0.01% | 535 |
|
|
2022
Q3 | $1.6M | Sell |
33,073
-5,490
| -14% | -$265K | 0.01% | 511 |
|
|
2022
Q2 | $2.07M | Sell |
38,563
-5,760
| -13% | -$309K | 0.01% | 483 |
|
|
2022
Q1 | $2.82M | Buy |
44,323
+3,706
| +9% | +$236K | 0.01% | 455 |
|
|
2021
Q4 | $2.74M | Sell |
40,617
-1,312
| -3% | -$88.6K | 0.01% | 475 |
|
|
2021
Q3 | $2.8M | Sell |
41,929
-3,092
| -7% | -$207K | 0.01% | 470 |
|
|
2021
Q2 | $3.04M | Sell |
45,021
-1,949
| -4% | -$131K | 0.02% | 463 |
|
|
2021
Q1 | $3.03M | Sell |
46,970
-20,321
| -30% | -$1.31M | 0.02% | 431 |
|
|
2020
Q4 | $4.15M | Buy |
67,291
+7,617
| +13% | +$469K | 0.03% | 383 |
|
|
2020
Q3 | $3.22M | Sell |
59,674
-15,624
| -21% | -$843K | 0.02% | 413 |
|
|
2020
Q2 | $3.85M | Sell |
75,298
-6,065
| -7% | -$310K | 0.03% | 404 |
|
|
2020
Q1 | $3.61M | Sell |
81,363
-35,641
| -30% | -$1.58M | 0.03% | 391 |
|
|
2019
Q4 | $6.81M | Sell |
117,004
-14,960
| -11% | -$870K | 0.04% | 362 |
|
|
2019
Q3 | $7.21M | Sell |
131,964
-12,500
| -9% | -$683K | 0.05% | 332 |
|
|
2019
Q2 | $7.92M | Buy |
+144,464
| New | +$7.92M | 0.05% | 331 |
|