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

WealthStone’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 Q2	–	Sell	-5,360	Closed	-$238K	–	178
2020 Q1	$238K	Sell	5,360 -333,172	-98%	-$17.7M	0.24%	25
2019 Q4	$19.7M	Sell	338,532 -34,271	-9%	-$1.94M	11.64%	3
2019 Q3	$20.4M	Buy	+372,803	New	+$20.1M	10.82%	3
2019 Q2	–	Hold	0	–	–	–	2

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

SWP

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

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

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

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

WealthStone's IDEV Position: Q2 2020 in Review

WealthStone sold out of iShares Core MSCI International Developed Markets ETF (IDEV) in Q2 2020, closing a stake of 5,360 shares — an estimated $238K sold.

WealthStone first reported a position in IDEV in Q3 2019 and held it in 3 quarters. The position peaked at $20.4M in Q3 2019. 104 funds tracked by Wall St. Rank hold IDEV as of Q2 2020.

WealthStone reported no remaining iShares Core MSCI International Developed Markets ETF position as of Q2 2020 after selling out during the quarter.
WealthStone sold 5,360 iShares Core MSCI International Developed Markets ETF shares in Q2 2020, an estimated $238K.
WealthStone first reported a position in iShares Core MSCI International Developed Markets ETF in Q3 2019 and held it in 3 quarters.
WealthStone's iShares Core MSCI International Developed Markets ETF position peaked at $20.4M in Q3 2019.
104 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q2 2020.

Based on WealthStone's 13F filing for Q2 2020, filed 4 Aug 2020.