Balanced Rock Investment Advisors’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

Balanced Rock Investment Advisors’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	$502K	Sell	5,638 -944	-14%	-$83.7K	0.31%	63
2026 Q1	$550K	Sell	6,582 -419	-6%	-$36K	0.39%	53
2025 Q4	$577K	Sell	7,001 -123	-2%	-$10K	0.41%	52
2025 Q3	$571K	Sell	7,124 -105	-1%	-$8.16K	0.42%	50
2025 Q2	$550K	Sell	7,229 -145	-2%	-$10.5K	0.43%	49
2025 Q1	$508K	Hold	7,374	–	–	0.41%	43
2024 Q4	$475K	Sell	7,374 -24	-0.3%	-$1.62K	0.38%	48
2024 Q3	$524K	Sell	7,398 -36	-0.5%	-$2.44K	0.41%	46
2024 Q2	$488K	Sell	7,434 -76	-1%	-$5.06K	0.41%	47
2024 Q1	$504K	Sell	7,510 -1,257	-14%	-$80.9K	0.43%	48
2023 Q4	$558K	Buy	+8,767	New	+$523K	0.5%	48

Other funds holding IDEV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BOK

Bank of Korea Seoul, South Korea $3.89B AUM

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Balanced Rock Investment Advisors's IDEV Position: Q2 2026 in Review

Balanced Rock Investment Advisors reduced its iShares Core MSCI International Developed Markets ETF (IDEV) stake by 14% in Q2 2026, selling an estimated $83.7K and leaving 5,638 shares worth $502K. The position accounts for 0.31% of the portfolio, ranked #63.

Balanced Rock Investment Advisors first reported a position in IDEV in Q4 2023 and has held it in 11 quarters since. The position peaked at $577K in Q4 2025. 742 funds tracked by Wall St. Rank hold IDEV as of Q2 2026.

Balanced Rock Investment Advisors held 5,638 shares of iShares Core MSCI International Developed Markets ETF worth $502K as of Q2 2026.
Balanced Rock Investment Advisors sold 944 iShares Core MSCI International Developed Markets ETF shares in Q2 2026, an estimated $83.7K.
iShares Core MSCI International Developed Markets ETF made up 0.31% of Balanced Rock Investment Advisors's portfolio in Q2 2026, its #63 holding.
Balanced Rock Investment Advisors first reported a position in iShares Core MSCI International Developed Markets ETF in Q4 2023 and has held it in 11 quarters since.
Balanced Rock Investment Advisors's iShares Core MSCI International Developed Markets ETF position peaked at $577K in Q4 2025.
742 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q2 2026.

Based on Balanced Rock Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.