Number of Shares
83,423.00
Current Holdings Value*
$5.75 Mil
% of Portfolio
1.98%
Total Estimate Gain
$1.67 Mil
% of Total Estimate Gain
15.72%

BROWN WEALTH MANAGEMENT, LLC's iShares Core MSCI International Developed Markets ETF Holding Summary

As of 2025-03-31, BROWN WEALTH MANAGEMENT, LLC held 83,423.00 shares of iShares Core MSCI International Developed Markets ETF(IDEV), totaling $5.75 Mil. This investment constitutes 1.98% of their stock portfolio, and BROWN WEALTH MANAGEMENT, LLC now holds 0.03% of the outstanding iShares Core MSCI International Developed Markets ETF(IDEV) stock.

The initial trade took place in 2023Q2. And since then BROWN WEALTH MANAGEMENT, LLC has made 4 purchases of IDEV, at an average price of $61.31, for a total of 173,462.00 shares. In addition, there have been 3 sales at an average price of $64.46 for 90,039.00 shares. Based on historical transaction data and IDEV's current price of $77.95, BROWN WEALTH MANAGEMENT, LLC's estimated gain on his IDEV holdings is $1.67 Mil, reflecting a 15.72% gain to date.

BROWN WEALTH MANAGEMENT, LLC IDEV ($77.95) Holding Chart

BROWN WEALTH MANAGEMENT, LLC IDEV ($77.95) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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