WFAG
IDEV icon

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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BOF
Bank of Finland Helsinki, Finland $1.54B AUM 15.84% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.78B AUM 24.51% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return