Charis Legacy Partners
IDEV icon

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
Q3 		$332K Hold
3,710
– – 0.41% 23
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

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MCF Advisors
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Bank of Finland
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AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
TFC Financial Management
TFC Financial Management Boston, Massachusetts $893M AUM 15.25% 1-Year Est. Return
Capital Asset Advisory Services
Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return
Nixon Peabody Trust
Nixon Peabody Trust Boston, Massachusetts $1.54B AUM 24.76% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Riversedge Advisors
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
Arrow Financial
Arrow Financial Glens Falls, New York $1.1B AUM 15.35% 1-Year Est. Return

Charis Legacy Partners's IDEV Position: Q3 2026 in Review

Charis Legacy Partners held its iShares Core MSCI International Developed Markets ETF (IDEV) position steady in Q3 2026 at 3,710 shares worth $332K. The position accounts for 0.41% of the portfolio, ranked #23.

Charis Legacy Partners first reported a position in IDEV in Q1 2025 and has held it in 7 quarters since. 355 funds tracked by Wall St. Rank hold IDEV as of Q3 2026.

  • Charis Legacy Partners held 3,710 shares of iShares Core MSCI International Developed Markets ETF worth $332K as of Q3 2026.
  • Charis Legacy Partners left its iShares Core MSCI International Developed Markets ETF share count unchanged in Q3 2026.
  • iShares Core MSCI International Developed Markets ETF made up 0.41% of Charis Legacy Partners's portfolio in Q3 2026, its #23 holding.
  • Charis Legacy Partners first reported a position in iShares Core MSCI International Developed Markets ETF in Q1 2025 and has held it in 7 quarters since.
  • 355 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q3 2026.

Based on Charis Legacy Partners's 13F filing for Q3 2026, filed 22 Oct 2026.