APP
IDEV icon

Avantax Planning Partners’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

Avantax Planning Partners’s Portfolio IDEV Stock Details IDEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$749K Hold
8,414
– – 0.02% 232
2026
Q1 		$703K Buy
8,414
+753
+10% +$64.8K 0.02% 235
2025
Q4 		$632K Sell
7,661
-3,509
-31% -$285K 0.02% 237
2025
Q3 		$895K Hold
11,170
– – 0.03% 203
2025
Q2 		$849K Sell
11,170
-284
-2% -$20.5K 0.03% 204
2025
Q1 		$789K Hold
11,454
– – 0.03% 199
2024
Q4 		$738K Buy
11,454
+284
+3% +$19.2K 0.03% 203
2024
Q3 		$791K Sell
11,170
-21,038
-65% -$1.43M 0.03% 193
2024
Q2 		$2.11M Hold
32,208
– – 0.07% 141
2024
Q1 		$2.16M Buy
32,208
+458
+1% +$29.5K 0.07% 142
2023
Q4 		$2.02M Sell
31,750
-4,706
-13% -$281K 0.08% 110
2023
Q3 		$2.12M Sell
36,456
-92
-0.3% -$5.58K 0.09% 100
2023
Q2 		$2.23M Sell
36,548
-298
-0.8% -$18.3K 0.09% 99
2023
Q1 		$2.23M Sell
36,846
-642
-2% -$38.1K 0.09% 96
2022
Q4 		$2.1M Sell
37,488
-4,356
-10% -$234K 0.08% 100
2022
Q3 		$2.02M Buy
+41,844
New +$2.25M 0.09% 94

Other funds holding IDEV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BOK
Bank of Korea Seoul, South Korea $3.89B AUM
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Avantax Planning Partners's IDEV Position: Q2 2026 in Review

Avantax Planning Partners held its iShares Core MSCI International Developed Markets ETF (IDEV) position steady in Q2 2026 at 8,414 shares worth $749K. The position accounts for 0.02% of the portfolio, ranked #232.

Avantax Planning Partners first reported a position in IDEV in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.23M in Q2 2023. 742 funds tracked by Wall St. Rank hold IDEV as of Q2 2026.

  • Avantax Planning Partners held 8,414 shares of iShares Core MSCI International Developed Markets ETF worth $749K as of Q2 2026.
  • Avantax Planning Partners left its iShares Core MSCI International Developed Markets ETF share count unchanged in Q2 2026.
  • iShares Core MSCI International Developed Markets ETF made up 0.02% of Avantax Planning Partners's portfolio in Q2 2026, its #232 holding.
  • Avantax Planning Partners first reported a position in iShares Core MSCI International Developed Markets ETF in Q3 2022 and has held it in 16 quarters since.
  • Avantax Planning Partners's iShares Core MSCI International Developed Markets ETF position peaked at $2.23M in Q2 2023.
  • 742 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.