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Beam Wealth Advisors’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

Beam Wealth 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 		$2.91M Buy
32,705
+1,649
+5% +$146K 0.64% 40
2026
Q1 		$2.6M Sell
31,056
-1,147
-4% -$98.7K 0.65% 41
2025
Q4 		$2.66M Sell
32,203
-200
-0.6% -$16.3K 0.73% 40
2025
Q3 		$2.6M Sell
32,403
-5,895
-15% -$458K 0.71% 41
2025
Q2 		$2.91M Sell
38,298
-4,437
-10% -$321K 0.87% 30
2025
Q1 		$2.94M Sell
42,735
-2,689
-6% -$183K 0.99% 27
2024
Q4 		$2.93M Sell
45,424
-1,717
-4% -$116K 0.93% 29
2024
Q3 		$3.34M Buy
47,141
+177
+0.4% +$12K 1.01% 24
2024
Q2 		$3.08M Sell
46,964
-681
-1% -$45.3K 1.03% 21
2024
Q1 		$3.2M Sell
47,645
-1,384
-3% -$89.1K 1.92% 16
2023
Q4 		$3.12M Sell
49,029
-5,591
-10% -$333K 1.98% 13
2023
Q3 		$3.18M Sell
54,620
-43,445
-44% -$2.63M 2.26% 12
2023
Q2 		$5.99M Buy
98,065
+68,999
+237% +$4.23M 4.16% 7
2023
Q1 		$1.76M Buy
29,066
+556
+2% +$33K 1.76% 20
2022
Q4 		$1.6M Buy
+28,510
New +$1.53M 1.66% 21

Other funds holding IDEV

BOF
Bank of Finland Helsinki, Finland $1.54B AUM 15.84% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TFM
TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
NPT
Nixon Peabody Trust Boston, Massachusetts $1.41B AUM 27.78% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $759M AUM 24.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

Beam Wealth Advisors's IDEV Position: Q2 2026 in Review

Beam Wealth Advisors increased its iShares Core MSCI International Developed Markets ETF (IDEV) stake by 5.3% in Q2 2026, buying an estimated $146K and bringing the position to 32,705 shares worth $2.91M. The position accounts for 0.64% of the portfolio, ranked #40.

Beam Wealth Advisors first reported a position in IDEV in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.99M in Q2 2023. 338 funds tracked by Wall St. Rank hold IDEV as of Q2 2026.

  • Beam Wealth Advisors held 32,705 shares of iShares Core MSCI International Developed Markets ETF worth $2.91M as of Q2 2026.
  • Beam Wealth Advisors bought 1,649 iShares Core MSCI International Developed Markets ETF shares in Q2 2026, an estimated $146K.
  • iShares Core MSCI International Developed Markets ETF made up 0.64% of Beam Wealth Advisors's portfolio in Q2 2026, its #40 holding.
  • Beam Wealth Advisors first reported a position in iShares Core MSCI International Developed Markets ETF in Q4 2022 and has held it in 15 quarters since.
  • Beam Wealth Advisors's iShares Core MSCI International Developed Markets ETF position peaked at $5.99M in Q2 2023.
  • 338 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q2 2026.

Based on Beam Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.