Beam Wealth Advisors
IDEV icon

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
Q3 		$2.91M Sell
32,550
-155
-0.5% -$14.1K 0.63% 40
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Bank of Korea
Bank of Korea Seoul, South Korea $4.36B AUM 12.24% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Beam Wealth Advisors's IDEV Position: Q3 2026 in Review

Beam Wealth Advisors reduced its iShares Core MSCI International Developed Markets ETF (IDEV) stake by 0.47% in Q3 2026, selling an estimated $14.1K and leaving 32,550 shares worth $2.91M. The position accounts for 0.63% of the portfolio, ranked #40.

Beam Wealth Advisors first reported a position in IDEV in Q4 2022 and has held it in 16 quarters since. The position peaked at $5.99M in Q2 2023. 709 funds tracked by Wall St. Rank hold IDEV as of Q3 2026.

  • Beam Wealth Advisors held 32,550 shares of iShares Core MSCI International Developed Markets ETF worth $2.91M as of Q3 2026.
  • Beam Wealth Advisors sold 155 iShares Core MSCI International Developed Markets ETF shares in Q3 2026, an estimated $14.1K.
  • iShares Core MSCI International Developed Markets ETF made up 0.63% of Beam Wealth Advisors's portfolio in Q3 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 16 quarters since.
  • Beam Wealth Advisors's iShares Core MSCI International Developed Markets ETF position peaked at $5.99M in Q2 2023.
  • 709 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q3 2026.

Based on Beam Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.