Wescott Financial Advisory Group’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

Wescott Financial Advisory Group’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
2024 Q1	–	Sell	-4,301	Closed	-$274K	–	168
2023 Q4	$274K	Buy	4,301 +59	+1%	+$3.52K	0.04%	139
2023 Q3	$247K	Hold	4,242	–	–	0.05%	139
2023 Q2	$259K	Buy	4,242 +74	+2%	+$4.54K	0.05%	139
2023 Q1	$252K	Buy	4,168 +16	+0.4%	+$951	0.05%	136
2022 Q4	$232K	Buy	+4,152	New	+$223K	0.05%	135
2022 Q3	–	Sell	-9,071	Closed	-$487K	–	141
2022 Q2	$487K	Buy	+9,071	New	+$533K	0.13%	81

Other funds holding IDEV

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

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

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

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

BOF

Bank of Finland Helsinki, Finland $1.38B AUM 11.75% 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

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

BSW

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

Wescott Financial Advisory Group's IDEV Position: Q1 2024 in Review

Wescott Financial Advisory Group sold out of iShares Core MSCI International Developed Markets ETF (IDEV) in Q1 2024, closing a stake of 4,301 shares — an estimated $274K sold.

Wescott Financial Advisory Group first reported a position in IDEV in Q2 2022 and held it in 6 quarters. The position peaked at $487K in Q2 2022. 400 funds tracked by Wall St. Rank hold IDEV as of Q1 2024.

Wescott Financial Advisory Group reported no remaining iShares Core MSCI International Developed Markets ETF position as of Q1 2024 after selling out during the quarter.
Wescott Financial Advisory Group sold 4,301 iShares Core MSCI International Developed Markets ETF shares in Q1 2024, an estimated $274K.
Wescott Financial Advisory Group first reported a position in iShares Core MSCI International Developed Markets ETF in Q2 2022 and held it in 6 quarters.
Wescott Financial Advisory Group's iShares Core MSCI International Developed Markets ETF position peaked at $487K in Q2 2022.
400 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q1 2024.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2024, filed 13 May 2024.