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Wipfli Financial Advisors’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

Wipfli Financial Advisors’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
2022
Q3 		$149M Buy
3,092,869
+105,459
+4% +$5.67M 10.5% 1
2022
Q2 		$161M Buy
2,987,410
+407,544
+16% +$23.9M 17.46% 1
2022
Q1 		$164M Buy
2,579,866
+120,702
+5% +$7.77M 16.57% 1
2021
Q4 		$166M Buy
2,459,164
+400,999
+19% +$27.2M 19.06% 1
2021
Q3 		$138M Buy
2,058,165
+189,145
+10% +$12.9M 17.53% 1
2021
Q2 		$126M Buy
+1,869,020
New +$127M 17.8% 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
BOF
Bank of Finland Helsinki, Finland $1.54B AUM 15.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.13B AUM 19.83% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return

Wipfli Financial Advisors's IDEV Position: Q3 2022 in Review

Wipfli Financial Advisors increased its iShares Core MSCI International Developed Markets ETF (IDEV) stake by 3.5% in Q3 2022, buying an estimated $5.67M and bringing the position to 3,092,869 shares worth $149M. The position accounts for 10.5% of the portfolio, ranked #1.

Wipfli Financial Advisors first reported a position in IDEV in Q2 2021 and has held it in 6 quarters since. The position peaked at $166M in Q4 2021. 225 funds tracked by Wall St. Rank hold IDEV as of Q3 2022.

  • Wipfli Financial Advisors held 3,092,869 shares of iShares Core MSCI International Developed Markets ETF worth $149M as of Q3 2022.
  • Wipfli Financial Advisors bought 105,459 iShares Core MSCI International Developed Markets ETF shares in Q3 2022, an estimated $5.67M.
  • iShares Core MSCI International Developed Markets ETF made up 10.5% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1 holding.
  • Wipfli Financial Advisors first reported a position in iShares Core MSCI International Developed Markets ETF in Q2 2021 and has held it in 6 quarters since.
  • Wipfli Financial Advisors's iShares Core MSCI International Developed Markets ETF position peaked at $166M in Q4 2021.
  • 225 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.