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WealthPlan Investment Management’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

WealthPlan Investment Management’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
2023
Q1 		– Sell
-3,605
Closed -$219K – 493
2022
Q4 		$219K Sell
3,605
-232
-6% -$12.5K 0.02% 363
2022
Q3 		$218K Buy
+3,837
New +$206K 0.02% 343
2022
Q1 		$313K Buy
+5,272
New +$339K 0.02% 311

Other funds holding IDEV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
BOF
Bank of Finland Helsinki, Finland $1.38B AUM 11.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Citigroup
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
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WealthPlan Investment Management's IDEV Position: Q1 2023 in Review

WealthPlan Investment Management sold out of iShares Core MSCI International Developed Markets ETF (IDEV) in Q1 2023, closing a stake of 3,605 shares — an estimated $219K sold.

WealthPlan Investment Management first reported a position in IDEV in Q1 2022 and held it in 3 quarters. The position peaked at $313K in Q1 2022. 298 funds tracked by Wall St. Rank hold IDEV as of Q1 2023.

  • WealthPlan Investment Management reported no remaining iShares Core MSCI International Developed Markets ETF position as of Q1 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 3,605 iShares Core MSCI International Developed Markets ETF shares in Q1 2023, an estimated $219K.
  • WealthPlan Investment Management first reported a position in iShares Core MSCI International Developed Markets ETF in Q1 2022 and held it in 3 quarters.
  • WealthPlan Investment Management's iShares Core MSCI International Developed Markets ETF position peaked at $313K in Q1 2022.
  • 298 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q1 2023.

Based on WealthPlan Investment Management's 13F filing for Q1 2023, filed 8 May 2023.