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

WealthSource 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 Q4	$261K	Buy	4,105 +38	+0.9%	+$2.27K	0.02%	441
2023 Q3	$237K	Sell	4,067 -874	-18%	-$53K	0.02%	447
2023 Q2	$302K	Sell	4,941 -381	-7%	-$23.3K	0.02%	411
2023 Q1	$322K	Buy	5,322 +357	+7%	+$21.2K	0.02%	395
2022 Q4	$278K	Sell	4,965 -1,371	-22%	-$73.7K	0.02%	411
2022 Q3	$306K	Buy	6,336 +220	+4%	+$11.8K	0.02%	391
2022 Q2	$329K	Buy	6,116 +101	+2%	+$5.93K	0.02%	381
2022 Q1	$383K	Buy	6,015 +145	+2%	+$9.34K	0.03%	399
2021 Q4	$397K	Sell	5,870 -843	-13%	-$57.3K	0.03%	353
2021 Q3	$449K	Buy	6,713 +33	+0.5%	+$2.26K	0.04%	309
2021 Q2	$451K	Sell	6,680 -833	-11%	-$56.5K	0.04%	290
2021 Q1	$485K	Sell	7,513 -34	-0.5%	-$2.17K	0.05%	245
2020 Q4	$465K	Buy	7,547 +7	+0.1%	+$405	0.05%	220
2020 Q3	$407K	Buy	+7,540	New	+$407K	0.05%	220

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

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

BOF

Bank of Finland Helsinki, Finland $1.54B AUM 15.84% 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

BSW

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

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

WealthSource Partners's IDEV Position: Q4 2023 in Review

WealthSource Partners increased its iShares Core MSCI International Developed Markets ETF (IDEV) stake by 0.93% in Q4 2023, buying an estimated $2.27K and bringing the position to 4,105 shares worth $261K. The position accounts for 0.02% of the portfolio, ranked #441.

WealthSource Partners first reported a position in IDEV in Q3 2020 and has held it in 14 quarters since. The position peaked at $485K in Q1 2021. 390 funds tracked by Wall St. Rank hold IDEV as of Q4 2023.

WealthSource Partners held 4,105 shares of iShares Core MSCI International Developed Markets ETF worth $261K as of Q4 2023.
WealthSource Partners bought 38 iShares Core MSCI International Developed Markets ETF shares in Q4 2023, an estimated $2.27K.
iShares Core MSCI International Developed Markets ETF made up 0.02% of WealthSource Partners's portfolio in Q4 2023, its #441 holding.
WealthSource Partners first reported a position in iShares Core MSCI International Developed Markets ETF in Q3 2020 and has held it in 14 quarters since.
WealthSource Partners's iShares Core MSCI International Developed Markets ETF position peaked at $485K in Q1 2021.
390 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q4 2023.

Based on WealthSource Partners's 13F filing for Q4 2023, filed 16 Jan 2024.