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Compass Wealth Management (Georgia)’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

Compass Wealth Management (Georgia)’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 		$7.14M Buy
80,187
+4,959
+7% +$439K 2.85% 12
2026
Q1 		$6.29M Buy
75,228
+1,490
+2% +$128K 2.69% 13
2025
Q4 		$6.08M Buy
73,738
+5,708
+8% +$464K 2.5% 12
2025
Q3 		$5.45M Buy
68,030
+3,476
+5% +$270K 2.42% 13
2025
Q2 		$4.91M Buy
+64,554
New +$4.67M 2.63% 13

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
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $759M AUM 24.25% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
SAM
Standpoint Asset Management Scottsdale, Arizona $477M AUM 21.39% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $372M AUM 21.43% 1-Year Est. Return
HLCM
Hi-Line Capital Management Watertown, South Dakota $355M AUM 16.76% 1-Year Est. Return
AWM
AAF Wealth Management Westborough, Massachusetts $271M AUM 24.26% 1-Year Est. Return

Compass Wealth Management (Georgia)'s IDEV Position: Q2 2026 in Review

Compass Wealth Management (Georgia) increased its iShares Core MSCI International Developed Markets ETF (IDEV) stake by 6.6% in Q2 2026, buying an estimated $439K and bringing the position to 80,187 shares worth $7.14M. The position accounts for 2.85% of the portfolio, ranked #12.

Compass Wealth Management (Georgia) first reported a position in IDEV in Q2 2025 and has held it in 5 quarters since. 238 funds tracked by Wall St. Rank hold IDEV as of Q2 2026.

  • Compass Wealth Management (Georgia) held 80,187 shares of iShares Core MSCI International Developed Markets ETF worth $7.14M as of Q2 2026.
  • Compass Wealth Management (Georgia) bought 4,959 iShares Core MSCI International Developed Markets ETF shares in Q2 2026, an estimated $439K.
  • iShares Core MSCI International Developed Markets ETF made up 2.85% of Compass Wealth Management (Georgia)'s portfolio in Q2 2026, its #12 holding.
  • Compass Wealth Management (Georgia) first reported a position in iShares Core MSCI International Developed Markets ETF in Q2 2025 and has held it in 5 quarters since.
  • 238 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q2 2026.

Based on Compass Wealth Management (Georgia)'s 13F filing for Q2 2026, filed 21 Jul 2026.