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WCFA
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
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$9.66B AUM
15.76%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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