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

Collaborative 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
Q1 		– Sell
-5,736
Closed -$473K – 193
2025
Q4 		$473K Buy
5,736
+926
+19% +$75.3K 0.17% 115
2025
Q3 		$386K Buy
+4,810
New +$374K 0.16% 125

Other funds holding IDEV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BOK
Bank of Korea Seoul, South Korea $4.13B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Collaborative Wealth Management's IDEV Position: Q1 2026 in Review

Collaborative Wealth Management sold out of iShares Core MSCI International Developed Markets ETF (IDEV) in Q1 2026, closing a stake of 5,736 shares — an estimated $473K sold.

Collaborative Wealth Management first reported a position in IDEV in Q3 2025 and held it in 2 quarters. The position peaked at $473K in Q4 2025. 706 funds tracked by Wall St. Rank hold IDEV as of Q1 2026.

  • Collaborative Wealth Management reported no remaining iShares Core MSCI International Developed Markets ETF position as of Q1 2026 after selling out during the quarter.
  • Collaborative Wealth Management sold 5,736 iShares Core MSCI International Developed Markets ETF shares in Q1 2026, an estimated $473K.
  • Collaborative Wealth Management first reported a position in iShares Core MSCI International Developed Markets ETF in Q3 2025 and held it in 2 quarters.
  • Collaborative Wealth Management's iShares Core MSCI International Developed Markets ETF position peaked at $473K in Q4 2025.
  • 706 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q1 2026.

Based on Collaborative Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.