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

Castle 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	$287K	Hold	3,222	–	–	0.09%	118
2026 Q1	$269K	Hold	3,222	–	–	0.09%	113
2025 Q4	$266K	Hold	3,222	–	–	0.09%	111
2025 Q3	$258K	Hold	3,222	–	–	0.09%	109
2025 Q2	$245K	Hold	3,222	–	–	0.09%	107
2025 Q1	$222K	Hold	3,222	–	–	0.09%	117
2024 Q4	$208K	Hold	3,222	–	–	0.08%	114
2024 Q3	$228K	Hold	3,222	–	–	0.09%	114
2024 Q2	$211K	Hold	3,222	–	–	0.1%	110
2024 Q1	$216K	Hold	3,222	–	–	0.11%	114
2023 Q4	$205K	Buy	+3,222	New	+$192K	0.12%	114
2022 Q4	–	Sell	-3,222	Closed	-$156K	–	341
2022 Q3	$156K	Buy	+3,222	New	+$173K	0.09%	119

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

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

Castle Wealth Management held its iShares Core MSCI International Developed Markets ETF (IDEV) position steady in Q2 2026 at 3,222 shares worth $287K. The position accounts for 0.09% of the portfolio, ranked #118.

Castle Wealth Management first reported a position in IDEV in Q3 2022 and has held it in 12 quarters since. 738 funds tracked by Wall St. Rank hold IDEV as of Q2 2026.

Castle Wealth Management held 3,222 shares of iShares Core MSCI International Developed Markets ETF worth $287K as of Q2 2026.
Castle Wealth Management left its iShares Core MSCI International Developed Markets ETF share count unchanged in Q2 2026.
iShares Core MSCI International Developed Markets ETF made up 0.09% of Castle Wealth Management's portfolio in Q2 2026, its #118 holding.
Castle Wealth Management first reported a position in iShares Core MSCI International Developed Markets ETF in Q3 2022 and has held it in 12 quarters since.
738 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q2 2026.

Based on Castle Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.