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Carroll Advisory Group’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

Carroll Advisory 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 		– Sell
-3,191
Closed -$263K – 72
2025
Q4 		$263K Buy
+3,191
New +$259K 0.11% 61

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
BOK
Bank of Korea Seoul, South Korea $3.89B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 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 $424B AUM 22.96% 1-Year Est. Return

Carroll Advisory Group's IDEV Position: Q1 2026 in Review

Carroll Advisory Group sold out of iShares Core MSCI International Developed Markets ETF (IDEV) in Q1 2026, closing a stake of 3,191 shares — an estimated $263K sold.

Carroll Advisory Group first reported a position in IDEV in Q4 2025 and held it in 1 quarter. The position peaked at $263K in Q4 2025. 709 funds tracked by Wall St. Rank hold IDEV as of Q1 2026.

  • Carroll Advisory Group reported no remaining iShares Core MSCI International Developed Markets ETF position as of Q1 2026 after selling out during the quarter.
  • Carroll Advisory Group sold 3,191 iShares Core MSCI International Developed Markets ETF shares in Q1 2026, an estimated $263K.
  • Carroll Advisory Group first reported a position in iShares Core MSCI International Developed Markets ETF in Q4 2025 and held it in 1 quarter.
  • Carroll Advisory Group's iShares Core MSCI International Developed Markets ETF position peaked at $263K in Q4 2025.
  • 709 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q1 2026.

Based on Carroll Advisory Group's 13F filing for Q1 2026, filed 23 Apr 2026.