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Ishares Tr core msci intl shares owned by Delap Wealth Advisory

Quarter-by-quarter ownership of Ishares Tr core msci intl (IDEV) shares owned by Delap Wealth Advisory from 13F filings

Historical chart of Delap Wealth Advisory investment in Ishares Tr core msci intl

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr core msci intl held by Delap Wealth Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr core msci intl by Delap Wealth Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $17M 263k 63.66
2023-09-30 $9.4M 162k 58.28
2023-06-30 $5.5M 91k 61.12
2023-03-31 $5.9M 98k 60.47
2022-12-31 $5.0M 89k 55.98

More positions owned by Delap Wealth Advisory

Ishares Tr Core S&p Ttl Stk (ITOT)
Microsoft Corporation (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Msci Intl (IDEV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Appfolio Com Cl A (APPF)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Core Msci Emkt (IEMG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Delap Wealth Advisory

Top funds holding Ishares Tr core msci intl

Bank of America Corporation
Creative Planning
Bank of Finland
Citigroup
Buckingham Asset Management
Royal Bank of Canada
Assetmark
MCF Advisors
Buckingham Strategic Partners
Stratos Wealth Partners
TFC Financial Management
UBS Group
Axxcess Wealth Management
Capital Asset Advisory Services
Davidson Investment Advisors

View all funds holding Ishares Tr core msci intl