Number of Shares
1.15 Mil
Current Holdings Value*
$79.28 Mil
% of Portfolio
6.8%
Total Estimate Gain
$15.98 Mil
% of Total Estimate Gain
15.50%

Litman Gregory Wealth Management LLC's iShares Core MSCI International Developed Markets ETF Holding Summary

As of 2025-03-31, Litman Gregory Wealth Management LLC held 1.15 Mil shares of iShares Core MSCI International Developed Markets ETF(IDEV), totaling $79.28 Mil. This investment constitutes 6.8% of their stock portfolio, and Litman Gregory Wealth Management LLC now holds 0.44% of the outstanding iShares Core MSCI International Developed Markets ETF(IDEV) stock.

The initial trade took place in 2021Q4. And since then Litman Gregory Wealth Management LLC has made 12 purchases of IDEV, at an average price of $60.90, for a total of 1.69 Mil shares. In addition, there have been 2 sales at an average price of $59.47 for 542,158.00 shares. Based on historical transaction data and IDEV's current price of $75.46, Litman Gregory Wealth Management LLC's estimated gain on his IDEV holdings is $15.98 Mil, reflecting a 15.50% gain to date.

Litman Gregory Wealth Management LLC IDEV ($75.46) Holding Chart

Litman Gregory Wealth Management LLC IDEV ($75.46) 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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