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 Q2	$15M	Buy	168,393 +10,314	+7%	+$914K	6.49%	4
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 $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BOK

Bank of Korea Seoul, South Korea $3.89B AUM

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CarsonAllaria Wealth Management's IDEV Position: Q2 2026 in Review

CarsonAllaria Wealth Management increased its iShares Core MSCI International Developed Markets ETF (IDEV) stake by 6.5% in Q2 2026, buying an estimated $914K and bringing the position to 168,393 shares worth $15M. The position accounts for 6.49% of the portfolio, ranked #4.

CarsonAllaria Wealth Management first reported a position in IDEV in Q4 2021 and has held it in 19 quarters since. 742 funds tracked by Wall St. Rank hold IDEV as of Q2 2026.

CarsonAllaria Wealth Management held 168,393 shares of iShares Core MSCI International Developed Markets ETF worth $15M as of Q2 2026.
CarsonAllaria Wealth Management bought 10,314 iShares Core MSCI International Developed Markets ETF shares in Q2 2026, an estimated $914K.
iShares Core MSCI International Developed Markets ETF made up 6.49% of CarsonAllaria Wealth Management's portfolio in Q2 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 19 quarters since.
742 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q2 2026.

Based on CarsonAllaria Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.