CarsonAllaria Wealth Management’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

CarsonAllaria Wealth Management’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	$13.2M	Buy	158,079 +3,209	+2%	+$276K	6.53%	4
2025 Q4	$12.8M	Buy	154,870 +6,656	+4%	+$541K	6.34%	4
2025 Q3	$11.9M	Buy	148,214 +7,535	+5%	+$586K	6.18%	4
2025 Q2	$10.7M	Buy	140,679 +4,387	+3%	+$317K	5.74%	4
2025 Q1	$9.39M	Sell	136,292 -476	-0.3%	-$32.5K	5.44%	4
2024 Q4	$8.82M	Buy	136,768 +8,594	+7%	+$580K	5.05%	5
2024 Q3	$9.08M	Buy	128,174 +2,494	+2%	+$169K	5.21%	4
2024 Q2	$8.25M	Buy	125,680 +6,438	+5%	+$428K	5.05%	4
2024 Q1	$8M	Buy	119,242 +9,305	+8%	+$599K	5.03%	4
2023 Q4	$7M	Buy	109,937 +9,474	+9%	+$565K	5.02%	4
2023 Q3	$5.86M	Buy	100,463 +4,425	+5%	+$268K	4.76%	5
2023 Q2	$5.87M	Buy	96,038 +4,322	+5%	+$265K	4.62%	5
2023 Q1	$5.55M	Buy	91,716 +3,169	+4%	+$188K	4.67%	5
2022 Q4	$4.96M	Sell	88,547 -266	-0.3%	-$14.3K	4.34%	7
2022 Q3	$4.29M	Buy	88,813 +8,192	+10%	+$441K	3.99%	8
2022 Q2	$4.33M	Buy	80,621 +8,051	+11%	+$473K	4.05%	7
2022 Q1	$4.62M	Buy	72,570 +14,496	+25%	+$933K	4.13%	7
2021 Q4	$3.92M	Buy	+58,074	New	+$3.95M	3.47%	8

Other funds holding IDEV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CarsonAllaria Wealth Management's IDEV Position: Q1 2026 in Review

CarsonAllaria Wealth Management increased its iShares Core MSCI International Developed Markets ETF (IDEV) stake by 2.1% in Q1 2026, buying an estimated $276K and bringing the position to 158,079 shares worth $13.2M. The position accounts for 6.53% of the portfolio, ranked #4.

CarsonAllaria Wealth Management first reported a position in IDEV in Q4 2021 and has held it in 18 quarters since. 706 funds tracked by Wall St. Rank hold IDEV as of Q1 2026.

CarsonAllaria Wealth Management held 158,079 shares of iShares Core MSCI International Developed Markets ETF worth $13.2M as of Q1 2026.
CarsonAllaria Wealth Management bought 3,209 iShares Core MSCI International Developed Markets ETF shares in Q1 2026, an estimated $276K.
iShares Core MSCI International Developed Markets ETF made up 6.53% of CarsonAllaria Wealth Management's portfolio in Q1 2026, its #4 holding.
CarsonAllaria Wealth Management first reported a position in iShares Core MSCI International Developed Markets ETF in Q4 2021 and has held it in 18 quarters since.
706 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q1 2026.

Based on CarsonAllaria Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.