Valtinson Bruner Financial Planning’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

Valtinson Bruner Financial Planning’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	-6,253	Closed	-$336K	–	104
2022 Q2	$336K	Buy	+6,253	New	+$367K	0.2%	69
2020 Q2	–	Sell	-5,744	Closed	-$267K	–	77
2020 Q1	$267K	Hold	5,744	–	–	0.22%	56
2019 Q4	$335K	Hold	5,744	–	–	0.24%	53
2019 Q3	$316K	Hold	5,744	–	–	0.26%	51
2019 Q2	$315K	Hold	5,744	–	–	0.27%	37
2019 Q1	$311K	Hold	5,744	–	–	0.27%	33
2018 Q4	$281K	Buy	+5,744	New	+$299K	0.29%	28

Other funds holding IDEV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

BOF

Bank of Finland Helsinki, Finland $1.54B AUM 15.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 $1.03B AUM 16.75% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Valtinson Bruner Financial Planning's IDEV Position: Q3 2022 in Review

Valtinson Bruner Financial Planning sold out of iShares Core MSCI International Developed Markets ETF (IDEV) in Q3 2022, closing a stake of 6,253 shares — an estimated $336K sold.

Valtinson Bruner Financial Planning first reported a position in IDEV in Q4 2018 and held it in 7 quarters. The position peaked at $336K in Q2 2022. 225 funds tracked by Wall St. Rank hold IDEV as of Q3 2022.

Valtinson Bruner Financial Planning reported no remaining iShares Core MSCI International Developed Markets ETF position as of Q3 2022 after selling out during the quarter.
Valtinson Bruner Financial Planning sold 6,253 iShares Core MSCI International Developed Markets ETF shares in Q3 2022, an estimated $336K.
Valtinson Bruner Financial Planning first reported a position in iShares Core MSCI International Developed Markets ETF in Q4 2018 and held it in 7 quarters.
Valtinson Bruner Financial Planning's iShares Core MSCI International Developed Markets ETF position peaked at $336K in Q2 2022.
225 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q3 2022.

Based on Valtinson Bruner Financial Planning's 13F filing for Q3 2022, filed 9 Nov 2022.