CogentBlue Wealth Advisors’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

CogentBlue Wealth Advisors’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	$7.01M	Sell	78,365 -1,656	-2%	-$151K	6.52%	4
2026 Q2	$7.12M	Sell	80,021 -3,018	-4%	-$267K	4.08%	7
2026 Q1	$6.94M	Buy	83,039 +873	+1%	+$75.1K	4.67%	6
2025 Q4	$6.78M	Sell	82,166 -2,048	-2%	-$166K	4.62%	6
2025 Q3	$6.75M	Buy	84,214 +516	+0.6%	+$40.1K	4.6%	5
2025 Q2	$6.36M	Sell	83,698 -7,245	-8%	-$524K	4.87%	6
2025 Q1	$6.27M	Sell	90,943 -429	-0.5%	-$29.3K	5.5%	5
2024 Q4	$5.89M	Buy	+91,372	New	+$6.17M	5.19%	5

Other funds holding IDEV

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Bank of Korea Seoul, South Korea $4.36B AUM 12.24% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

CogentBlue Wealth Advisors's IDEV Position: Q3 2026 in Review

CogentBlue Wealth Advisors reduced its iShares Core MSCI International Developed Markets ETF (IDEV) stake by 2.1% in Q3 2026, selling an estimated $151K and leaving 78,365 shares worth $7.01M. The position accounts for 6.52% of the portfolio, ranked #4.

CogentBlue Wealth Advisors first reported a position in IDEV in Q4 2024 and has held it in 8 quarters since. The position peaked at $7.12M in Q2 2026. 709 funds tracked by Wall St. Rank hold IDEV as of Q3 2026.

CogentBlue Wealth Advisors held 78,365 shares of iShares Core MSCI International Developed Markets ETF worth $7.01M as of Q3 2026.
CogentBlue Wealth Advisors sold 1,656 iShares Core MSCI International Developed Markets ETF shares in Q3 2026, an estimated $151K.
iShares Core MSCI International Developed Markets ETF made up 6.52% of CogentBlue Wealth Advisors's portfolio in Q3 2026, its #4 holding.
CogentBlue Wealth Advisors first reported a position in iShares Core MSCI International Developed Markets ETF in Q4 2024 and has held it in 8 quarters since.
CogentBlue Wealth Advisors's iShares Core MSCI International Developed Markets ETF position peaked at $7.12M in Q2 2026.
709 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q3 2026.

Based on CogentBlue Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.