Charis Legacy Partners’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

Charis Legacy 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	$330K	Hold	3,710	–	–	0.41%	22
2026 Q1	$310K	Hold	3,710	–	–	0.45%	24
2025 Q4	$306K	Hold	3,710	–	–	0.45%	22
2025 Q3	$297K	Hold	3,710	–	–	0.44%	26
2025 Q2	$282K	Hold	3,710	–	–	0.46%	25
2025 Q1	$256K	Buy	+3,710	New	+$253K	0.48%	24

Other funds holding IDEV

BOF

Bank of Finland Helsinki, Finland $1.54B AUM 15.84% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

TFM

TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

NPT

Nixon Peabody Trust Boston, Massachusetts $1.41B AUM 27.78% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Riversedge Advisors Wilmington, Delaware $759M AUM 24.25% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ANB

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

CWG

Cornerstone Wealth Group Huntersville, North Carolina $1.69B AUM 28.24% 1-Year Est. Return

Charis Legacy Partners's IDEV Position: Q2 2026 in Review

Charis Legacy Partners held its iShares Core MSCI International Developed Markets ETF (IDEV) position steady in Q2 2026 at 3,710 shares worth $330K. The position accounts for 0.41% of the portfolio, ranked #22.

Charis Legacy Partners first reported a position in IDEV in Q1 2025 and has held it in 6 quarters since. 322 funds tracked by Wall St. Rank hold IDEV as of Q2 2026.

Charis Legacy Partners held 3,710 shares of iShares Core MSCI International Developed Markets ETF worth $330K as of Q2 2026.
Charis Legacy Partners left its iShares Core MSCI International Developed Markets ETF share count unchanged in Q2 2026.
iShares Core MSCI International Developed Markets ETF made up 0.41% of Charis Legacy Partners's portfolio in Q2 2026, its #22 holding.
Charis Legacy Partners first reported a position in iShares Core MSCI International Developed Markets ETF in Q1 2025 and has held it in 6 quarters since.
322 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q2 2026.

Based on Charis Legacy Partners's 13F filing for Q2 2026, filed 9 Jul 2026.