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Cassady Wealth & Retirement Planning’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

Cassady Wealth & Retirement Planning’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 		$2.48M Sell
27,899
-388
-1% -$34.4K 1.15% 35
2026
Q1 		$2.5M Sell
28,287
-3,456
-11% -$297K 1.29% 31
2025
Q4 		$2.62M Buy
+31,743
New +$2.58M 1.71% 22

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BOK
Bank of Korea Seoul, South Korea $3.89B AUM
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cassady Wealth & Retirement Planning's IDEV Position: Q2 2026 in Review

Cassady Wealth & Retirement Planning reduced its iShares Core MSCI International Developed Markets ETF (IDEV) stake by 1.4% in Q2 2026, selling an estimated $34.4K and leaving 27,899 shares worth $2.48M. The position accounts for 1.15% of the portfolio, ranked #35.

Cassady Wealth & Retirement Planning first reported a position in IDEV in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.62M in Q4 2025. 738 funds tracked by Wall St. Rank hold IDEV as of Q2 2026.

  • Cassady Wealth & Retirement Planning held 27,899 shares of iShares Core MSCI International Developed Markets ETF worth $2.48M as of Q2 2026.
  • Cassady Wealth & Retirement Planning sold 388 iShares Core MSCI International Developed Markets ETF shares in Q2 2026, an estimated $34.4K.
  • iShares Core MSCI International Developed Markets ETF made up 1.15% of Cassady Wealth & Retirement Planning's portfolio in Q2 2026, its #35 holding.
  • Cassady Wealth & Retirement Planning first reported a position in iShares Core MSCI International Developed Markets ETF in Q4 2025 and has held it in 3 quarters since.
  • Cassady Wealth & Retirement Planning's iShares Core MSCI International Developed Markets ETF position peaked at $2.62M in Q4 2025.
  • 738 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q2 2026.

Based on Cassady Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.