Waterloo Capital’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

Waterloo Capital’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
2020 Q1	$468K	Buy	+10,564	New	+$562K	0.33%	72

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

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

Waterloo Capital's IDEV Position: Q1 2020 in Review

Waterloo Capital opened a new position in iShares Core MSCI International Developed Markets ETF (IDEV) in Q1 2020: 10,564 shares worth $468K. The stake represents 0.33% of the portfolio and ranks #72 among its holdings.

102 funds tracked by Wall St. Rank hold IDEV as of Q1 2020.

Waterloo Capital held 10,564 shares of iShares Core MSCI International Developed Markets ETF worth $468K as of Q1 2020.
iShares Core MSCI International Developed Markets ETF was a new Waterloo Capital position in Q1 2020.
iShares Core MSCI International Developed Markets ETF made up 0.33% of Waterloo Capital's portfolio in Q1 2020, its #72 holding.
102 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q1 2020.

Based on Waterloo Capital's 13F filing for Q1 2020, filed 1 Jun 2020.