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Capstone Wealth Management (Alabama)’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

Capstone Wealth Management (Alabama)’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 		$470K Sell
5,284
-12
-0.2% -$1.06K 0.22% 59
2026
Q1 		$443K Sell
5,296
-61
-1% -$5.25K 0.31% 34
2025
Q4 		$442K Buy
5,357
+32
+0.6% +$2.6K 0.32% 35
2025
Q3 		$427K Sell
5,325
-98
-2% -$7.62K 0.33% 31
2025
Q2 		$412K Buy
5,423
+187
+4% +$13.5K 0.36% 30
2025
Q1 		$361K Buy
5,236
+37
+0.7% +$2.52K 0.36% 29
2024
Q4 		$335K Buy
+5,199
New +$351K 0.33% 30

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

Capstone Wealth Management (Alabama)'s IDEV Position: Q2 2026 in Review

Capstone Wealth Management (Alabama) reduced its iShares Core MSCI International Developed Markets ETF (IDEV) stake by 0.23% in Q2 2026, selling an estimated $1.06K and leaving 5,284 shares worth $470K. The position accounts for 0.22% of the portfolio, ranked #59.

Capstone Wealth Management (Alabama) first reported a position in IDEV in Q4 2024 and has held it in 7 quarters since. 357 funds tracked by Wall St. Rank hold IDEV as of Q2 2026.

  • Capstone Wealth Management (Alabama) held 5,284 shares of iShares Core MSCI International Developed Markets ETF worth $470K as of Q2 2026.
  • Capstone Wealth Management (Alabama) sold 12 iShares Core MSCI International Developed Markets ETF shares in Q2 2026, an estimated $1.06K.
  • iShares Core MSCI International Developed Markets ETF made up 0.22% of Capstone Wealth Management (Alabama)'s portfolio in Q2 2026, its #59 holding.
  • Capstone Wealth Management (Alabama) first reported a position in iShares Core MSCI International Developed Markets ETF in Q4 2024 and has held it in 7 quarters since.
  • 357 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q2 2026.

Based on Capstone Wealth Management (Alabama)'s 13F filing for Q2 2026, filed 23 Jul 2026.