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BSW Wealth Partners’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

BSW Wealth 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 		$30M Sell
336,665
-5,369
-2% -$476K 3.33% 8
2026
Q1 		$28.6M Buy
342,034
+1,369
+0.4% +$118K 3.49% 7
2025
Q4 		$28.1M Sell
340,665
-6,342
-2% -$515K 3.37% 7
2025
Q3 		$27.8M Buy
347,007
+31,662
+10% +$2.46M 3.47% 7
2025
Q2 		$24M Buy
315,345
+13,251
+4% +$958K 3.29% 7
2025
Q1 		$20.8M Buy
302,094
+10,811
+4% +$737K 3.16% 8
2024
Q4 		$18.8M Buy
291,283
+23,485
+9% +$1.58M 2.76% 8
2024
Q3 		$19M Buy
267,798
+23,526
+10% +$1.6M 2.85% 8
2024
Q2 		$16M Buy
244,272
+59,804
+32% +$3.98M 2.63% 8
2024
Q1 		$12.4M Buy
184,468
+166,904
+950% +$10.7M 2.1% 10
2023
Q4 		$1.12M Buy
17,564
+13,462
+328% +$803K 0.22% 62
2023
Q3 		$239K Buy
4,102
+40
+1% +$2.42K 0.05% 209
2023
Q2 		$248K Sell
4,062
-192
-5% -$11.8K 0.05% 216
2023
Q1 		$257K Sell
4,254
-183,930
-98% -$10.9M 0.05% 247
2022
Q4 		$10.5M Buy
+188,184
New +$10.1M 2.26% 9

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

BSW Wealth Partners's IDEV Position: Q2 2026 in Review

BSW Wealth Partners reduced its iShares Core MSCI International Developed Markets ETF (IDEV) stake by 1.6% in Q2 2026, selling an estimated $476K and leaving 336,665 shares worth $30M. The position accounts for 3.33% of the portfolio, ranked #8.

BSW Wealth Partners first reported a position in IDEV in Q4 2022 and has held it in 15 quarters since. 738 funds tracked by Wall St. Rank hold IDEV as of Q2 2026.

  • BSW Wealth Partners held 336,665 shares of iShares Core MSCI International Developed Markets ETF worth $30M as of Q2 2026.
  • BSW Wealth Partners sold 5,369 iShares Core MSCI International Developed Markets ETF shares in Q2 2026, an estimated $476K.
  • iShares Core MSCI International Developed Markets ETF made up 3.33% of BSW Wealth Partners's portfolio in Q2 2026, its #8 holding.
  • BSW Wealth Partners first reported a position in iShares Core MSCI International Developed Markets ETF in Q4 2022 and has held it in 15 quarters since.
  • 738 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.