Walkner Condon Financial Advisors’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

Walkner Condon Financial Advisors’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
2024 Q1	–	Sell	-7,749	Closed	-$493K	–	272
2023 Q4	$493K	Sell	7,749 -2,340	-23%	-$140K	0.11%	147
2023 Q3	$588K	Sell	10,089 -788	-7%	-$47.7K	0.16%	122
2023 Q2	$665K	Sell	10,877 -160	-1%	-$9.8K	0.18%	108
2023 Q1	$667K	Hold	11,037	–	–	0.19%	107
2022 Q4	$618K	Hold	11,037	–	–	0.18%	105
2022 Q3	$533K	Sell	11,037 -164	-1%	-$8.82K	0.17%	112
2022 Q2	$602K	Buy	11,201 +164	+1%	+$9.64K	0.19%	109
2022 Q1	$702K	Buy	11,037 +1,183	+12%	+$76.2K	0.2%	97
2021 Q4	$666K	Buy	9,854 +4,324	+78%	+$294K	0.43%	58
2021 Q3	$370K	Buy	+5,530	New	+$378K	0.18%	100

Other funds holding IDEV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BOF

Bank of Finland Helsinki, Finland $1.38B AUM 11.75% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

Walkner Condon Financial Advisors's IDEV Position: Q1 2024 in Review

Walkner Condon Financial Advisors sold out of iShares Core MSCI International Developed Markets ETF (IDEV) in Q1 2024, closing a stake of 7,749 shares — an estimated $493K sold.

Walkner Condon Financial Advisors first reported a position in IDEV in Q3 2021 and held it in 10 quarters. The position peaked at $702K in Q1 2022. 400 funds tracked by Wall St. Rank hold IDEV as of Q1 2024.

Walkner Condon Financial Advisors reported no remaining iShares Core MSCI International Developed Markets ETF position as of Q1 2024 after selling out during the quarter.
Walkner Condon Financial Advisors sold 7,749 iShares Core MSCI International Developed Markets ETF shares in Q1 2024, an estimated $493K.
Walkner Condon Financial Advisors first reported a position in iShares Core MSCI International Developed Markets ETF in Q3 2021 and held it in 10 quarters.
Walkner Condon Financial Advisors's iShares Core MSCI International Developed Markets ETF position peaked at $702K in Q1 2022.
400 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q1 2024.

Based on Walkner Condon Financial Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.