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Causey Wealth LLC’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

Causey Wealth LLC’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 		$9.88M Buy
110,998
+1,891
+2% +$168K 3.86% 8
2026
Q1 		$9.12M Sell
109,107
-823
-0.7% -$70.8K 3.87% 8
2025
Q4 		$9.07M Buy
109,930
+10,089
+10% +$820K 4.12% 7
2025
Q3 		$8M Sell
99,841
-2,361
-2% -$183K 3.91% 7
2025
Q2 		$7.77M Buy
102,202
+31
+0% +$2.24K 3.99% 8
2025
Q1 		$7.04M Buy
102,171
+467
+0.5% +$31.8K 3.94% 8
2024
Q4 		$6.56M Buy
+101,704
New +$6.86M 3.82% 7

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

Causey Wealth LLC's IDEV Position: Q2 2026 in Review

Causey Wealth LLC increased its iShares Core MSCI International Developed Markets ETF (IDEV) stake by 1.7% in Q2 2026, buying an estimated $168K and bringing the position to 110,998 shares worth $9.88M. The position accounts for 3.86% of the portfolio, ranked #8.

Causey Wealth LLC first reported a position in IDEV in Q4 2024 and has held it in 7 quarters since. 738 funds tracked by Wall St. Rank hold IDEV as of Q2 2026.

  • Causey Wealth LLC held 110,998 shares of iShares Core MSCI International Developed Markets ETF worth $9.88M as of Q2 2026.
  • Causey Wealth LLC bought 1,891 iShares Core MSCI International Developed Markets ETF shares in Q2 2026, an estimated $168K.
  • iShares Core MSCI International Developed Markets ETF made up 3.86% of Causey Wealth LLC's portfolio in Q2 2026, its #8 holding.
  • Causey Wealth LLC first reported a position in iShares Core MSCI International Developed Markets ETF in Q4 2024 and has held it in 7 quarters since.
  • 738 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q2 2026.

Based on Causey Wealth LLC's 13F filing for Q2 2026, filed 11 Aug 2026.