WFA
IDEV icon

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 $5.7T AUM 30.48% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.02B AUM 16.75% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return