WealthStone
IDEV icon

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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Stratos Wealth Partners
Stratos Wealth Partners Beachwood, Ohio $9.9B AUM 28.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FDx Advisors
FDx Advisors Chicago, Illinois $332M AUM 22.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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.