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Berger Financial Group’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

Berger Financial Group’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
Q1 		$781K Hold
9,350
– – 0.04% 232
2025
Q4 		$771K Hold
9,350
– – 0.04% 236
2025
Q3 		$750K Hold
9,350
– – 0.04% 236
2025
Q2 		$711K Sell
9,350
-113
-1% -$8.17K 0.05% 228
2025
Q1 		$652K Buy
9,463
+113
+1% +$7.71K 0.05% 231
2024
Q4 		$603K Buy
+9,350
New +$631K 0.04% 230

Other funds holding IDEV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BOK
Bank of Korea Seoul, South Korea $4.13B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Berger Financial Group's IDEV Position: Q1 2026 in Review

Berger Financial Group held its iShares Core MSCI International Developed Markets ETF (IDEV) position steady in Q1 2026 at 9,350 shares worth $781K. The position accounts for 0.04% of the portfolio, ranked #232.

Berger Financial Group first reported a position in IDEV in Q4 2024 and has held it in 6 quarters since. 706 funds tracked by Wall St. Rank hold IDEV as of Q1 2026.

  • Berger Financial Group held 9,350 shares of iShares Core MSCI International Developed Markets ETF worth $781K as of Q1 2026.
  • Berger Financial Group left its iShares Core MSCI International Developed Markets ETF share count unchanged in Q1 2026.
  • iShares Core MSCI International Developed Markets ETF made up 0.04% of Berger Financial Group's portfolio in Q1 2026, its #232 holding.
  • Berger Financial Group first reported a position in iShares Core MSCI International Developed Markets ETF in Q4 2024 and has held it in 6 quarters since.
  • 706 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.