Number of Shares
233,496.00
Current Holdings Value*
$16.09 Mil
% of Portfolio
8.97%
Total Estimate Gain
$4.55 Mil
% of Total Estimate Gain
15.05%

DELAP WEALTH ADVISORY, LLC's iShares Core MSCI International Developed Markets ETF Holding Summary

As of 2025-03-31, DELAP WEALTH ADVISORY, LLC held 233,496.00 shares of iShares Core MSCI International Developed Markets ETF(IDEV), totaling $16.09 Mil. This investment constitutes 8.97% of their stock portfolio, and DELAP WEALTH ADVISORY, LLC now holds 0.09% of the outstanding iShares Core MSCI International Developed Markets ETF(IDEV) stock.

The initial trade took place in 2022Q4. And since then DELAP WEALTH ADVISORY, LLC has made 6 purchases of IDEV, at an average price of $61.81, for a total of 488,584.00 shares. In addition, there have been 3 sales at an average price of $66.31 for 255,088.00 shares. Based on historical transaction data and IDEV's current price of $76.36, DELAP WEALTH ADVISORY, LLC's estimated gain on his IDEV holdings is $4.55 Mil, reflecting a 15.05% gain to date.

DELAP WEALTH ADVISORY, LLC IDEV ($76.36) Holding Chart

DELAP WEALTH ADVISORY, LLC IDEV ($76.36) 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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