Cascade Financial Partners’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

Cascade Financial Partners’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	$4.91M	Sell	55,144 -282	-0.5%	-$25K	0.43%	53
2026 Q1	$4.63M	Sell	55,426 -686	-1%	-$59K	0.48%	52
2025 Q4	$4.63M	Sell	56,112 -490	-0.9%	-$39.8K	0.47%	49
2025 Q3	$4.54M	Sell	56,602 -1,016	-2%	-$79K	0.52%	39
2025 Q2	$4.38M	Hold	57,618	–	–	0.53%	37
2025 Q1	$3.97M	Sell	57,618 -2,500	-4%	-$170K	0.5%	41
2024 Q4	$3.88M	Buy	60,118 +4,264	+8%	+$288K	0.51%	39
2024 Q3	$3.83M	Hold	55,854	–	–	0.48%	40
2024 Q2	$3.67M	Buy	55,854 +740	+1%	+$49.2K	0.48%	39
2024 Q1	$3.58M	Buy	+55,114	New	+$3.55M	0.52%	40

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

Cascade Financial Partners's IDEV Position: Q2 2026 in Review

Cascade Financial Partners reduced its iShares Core MSCI International Developed Markets ETF (IDEV) stake by 0.51% in Q2 2026, selling an estimated $25K and leaving 55,144 shares worth $4.91M. The position accounts for 0.43% of the portfolio, ranked #53.

Cascade Financial Partners first reported a position in IDEV in Q1 2024 and has held it in 10 quarters since. 744 funds tracked by Wall St. Rank hold IDEV as of Q2 2026.

Cascade Financial Partners held 55,144 shares of iShares Core MSCI International Developed Markets ETF worth $4.91M as of Q2 2026.
Cascade Financial Partners sold 282 iShares Core MSCI International Developed Markets ETF shares in Q2 2026, an estimated $25K.
iShares Core MSCI International Developed Markets ETF made up 0.43% of Cascade Financial Partners's portfolio in Q2 2026, its #53 holding.
Cascade Financial Partners first reported a position in iShares Core MSCI International Developed Markets ETF in Q1 2024 and has held it in 10 quarters since.
744 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.