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Vantage Financial Partners (Wisconsin)’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

Vantage Financial Partners (Wisconsin)’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
-6,823
Closed -$367K – 64
2022
Q2 		$367K Sell
6,823
-1,486
-18% -$87.3K 0.22% 33
2022
Q1 		$529K Sell
8,309
-188,832
-96% -$12.2M 0.27% 29
2021
Q4 		$13.3M Buy
+197,141
New +$13.4M 5.21% 8

Other funds holding IDEV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Creative Planning
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s IDEV Position: Q3 2022 in Review

Vantage Financial Partners (Wisconsin) sold out of iShares Core MSCI International Developed Markets ETF (IDEV) in Q3 2022, closing a stake of 6,823 shares — an estimated $367K sold.

Vantage Financial Partners (Wisconsin) first reported a position in IDEV in Q4 2021 and held it in 3 quarters. The position peaked at $13.3M in Q4 2021. 225 funds tracked by Wall St. Rank hold IDEV as of Q3 2022.

  • Vantage Financial Partners (Wisconsin) reported no remaining iShares Core MSCI International Developed Markets ETF position as of Q3 2022 after selling out during the quarter.
  • Vantage Financial Partners (Wisconsin) sold 6,823 iShares Core MSCI International Developed Markets ETF shares in Q3 2022, an estimated $367K.
  • Vantage Financial Partners (Wisconsin) first reported a position in iShares Core MSCI International Developed Markets ETF in Q4 2021 and held it in 3 quarters.
  • Vantage Financial Partners (Wisconsin)'s iShares Core MSCI International Developed Markets ETF position peaked at $13.3M in Q4 2021.
  • 225 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q3 2022.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q3 2022, filed 31 Oct 2022.