WealthPLAN Partners’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

WealthPLAN Partners’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 Q3	–	Sell	-2,613	Closed	-$160K	–	681
2023 Q2	$160K	Sell	2,613 -796	-23%	-$48.8K	0.02%	331
2023 Q1	$206K	Sell	3,409 -196	-5%	-$11.6K	0.02%	299
2022 Q4	$219K	Buy	+3,605	New	+$194K	0.02%	363
2022 Q1	$313K	Sell	5,272 -81	-2%	-$5.21K	0.02%	311
2021 Q4	$348K	Sell	5,353 -19	-0.4%	-$1.29K	0.02%	300
2021 Q3	$366K	Sell	5,372 -220	-4%	-$15.1K	0.02%	293
2021 Q2	$387K	Buy	5,592 +20	+0.4%	+$1.36K	0.03%	262
2021 Q1	$370K	Buy	5,572 +153	+3%	+$9.78K	0.03%	253
2020 Q4	$341K	Hold	5,419	–	–	0.03%	254
2020 Q3	$312K	Hold	5,419	–	–	0.03%	251
2020 Q2	$298K	Buy	+5,419	New	+$262K	0.03%	243

Other funds holding IDEV

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

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

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

BOF

Bank of Finland Helsinki, Finland $1.54B AUM 15.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

WealthPLAN Partners's IDEV Position: Q3 2023 in Review

WealthPLAN Partners sold out of iShares Core MSCI International Developed Markets ETF (IDEV) in Q3 2023, closing a stake of 2,613 shares — an estimated $160K sold.

WealthPLAN Partners first reported a position in IDEV in Q2 2020 and held it in 11 quarters. The position peaked at $387K in Q2 2021. 321 funds tracked by Wall St. Rank hold IDEV as of Q3 2023.

WealthPLAN Partners reported no remaining iShares Core MSCI International Developed Markets ETF position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 2,613 iShares Core MSCI International Developed Markets ETF shares in Q3 2023, an estimated $160K.
WealthPLAN Partners first reported a position in iShares Core MSCI International Developed Markets ETF in Q2 2020 and held it in 11 quarters.
WealthPLAN Partners's iShares Core MSCI International Developed Markets ETF position peaked at $387K in Q2 2021.
321 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.