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Capital Advisors Inc’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

Capital Advisors Inc’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 		– Sell
-5,000
Closed -$418K – 386
2026
Q1 		$418K Hold
5,000
– – 0.01% 250
2025
Q4 		$412K Hold
5,000
– – 0.01% 230
2025
Q3 		$401K Buy
+5,000
New +$389K 0.01% 222

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

Capital Advisors Inc's IDEV Position: Q2 2026 in Review

Capital Advisors Inc sold out of iShares Core MSCI International Developed Markets ETF (IDEV) in Q2 2026, closing a stake of 5,000 shares — an estimated $418K sold.

Capital Advisors Inc first reported a position in IDEV in Q3 2025 and held it in 3 quarters. The position peaked at $418K in Q1 2026. 738 funds tracked by Wall St. Rank hold IDEV as of Q2 2026.

  • Capital Advisors Inc reported no remaining iShares Core MSCI International Developed Markets ETF position as of Q2 2026 after selling out during the quarter.
  • Capital Advisors Inc sold 5,000 iShares Core MSCI International Developed Markets ETF shares in Q2 2026, an estimated $418K.
  • Capital Advisors Inc first reported a position in iShares Core MSCI International Developed Markets ETF in Q3 2025 and held it in 3 quarters.
  • Capital Advisors Inc's iShares Core MSCI International Developed Markets ETF position peaked at $418K in Q1 2026.
  • 738 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q2 2026.

Based on Capital Advisors Inc's 13F filing for Q2 2026, filed 23 Jul 2026.