Number of Shares
83,698.00
Current Holdings Value*
$6.36 Mil
% of Portfolio
4.87%
Total Estimate Gain
$762,437.66
% of Total Estimate Gain
12.37%

CogentBlue Wealth Advisors, LLC's iShares Core MSCI International Developed Markets ETF Holding Summary

As of 2025-06-30, CogentBlue Wealth Advisors, LLC held 83,698.00 shares of iShares Core MSCI International Developed Markets ETF(IDEV), totaling $6.36 Mil. This investment constitutes 4.87% of their stock portfolio, and CogentBlue Wealth Advisors, LLC now holds 0.03% of the outstanding iShares Core MSCI International Developed Markets ETF(IDEV) stock.

The initial trade took place in 2024Q4. In addition, there have been 2 sales at an average price of $72.01 for 7,674.00 shares. Based on historical transaction data and IDEV's current price of $76.13, CogentBlue Wealth Advisors, LLC's estimated gain on his IDEV holdings is $762,437.66, reflecting a 12.37% gain to date.

CogentBlue Wealth Advisors, LLC IDEV ($76.13) Holding Chart

CogentBlue Wealth Advisors, LLC IDEV ($76.13) 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 %

Top Ranked Articles

  • 1