Number of Shares
142,485.00
Current Holdings Value*
$10.83 Mil
% of Portfolio
1.79%
Total Estimate Gain
$2.34 Mil
% of Total Estimate Gain
19.06%

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

As of 2025-06-30, Peterson Wealth Advisors, LLC held 142,485.00 shares of iShares Core MSCI International Developed Markets ETF(IDEV), totaling $10.83 Mil. This investment constitutes 1.79% of their stock portfolio, and Peterson Wealth Advisors, LLC now holds 0.05% of the outstanding iShares Core MSCI International Developed Markets ETF(IDEV) stock.

The initial trade took place in 2021Q2. And since then Peterson Wealth Advisors, LLC has made 12 purchases of IDEV, at an average price of $61.21, for a total of 200,589.00 shares. In addition, there have been 5 sales at an average price of $65.94 for 58,104.00 shares. Based on historical transaction data and IDEV's current price of $75.71, Peterson Wealth Advisors, LLC's estimated gain on his IDEV holdings is $2.34 Mil, reflecting a 19.06% gain to date.

Peterson Wealth Advisors, LLC IDEV ($75.71) Holding Chart

Peterson Wealth Advisors, LLC IDEV ($75.71) 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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