Concurrent Investment Advisors’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

Concurrent Investment 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 Q2	$4.5M	Buy	50,536 +42,838	+556%	+$3.8M	0.04%	460
2026 Q1	$643K	Sell	7,698 -384	-5%	-$33K	0.01%	1096
2025 Q4	$667K	Buy	8,082 +4,239	+110%	+$344K	0.01%	1022
2025 Q3	$308K	Buy	3,843 +192	+5%	+$14.9K	0.01%	1144
2025 Q2	$278K	Sell	3,651 -1,019	-22%	-$73.7K	0.01%	1095
2025 Q1	$322K	Buy	+4,670	New	+$318K	0.01%	895

Other funds holding IDEV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BOK

Bank of Korea Seoul, South Korea $3.89B AUM

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Concurrent Investment Advisors's IDEV Position: Q2 2026 in Review

Concurrent Investment Advisors increased its iShares Core MSCI International Developed Markets ETF (IDEV) stake by 556% in Q2 2026, buying an estimated $3.8M and bringing the position to 50,536 shares worth $4.5M. The position accounts for 0.04% of the portfolio, ranked #460.

Concurrent Investment Advisors first reported a position in IDEV in Q1 2025 and has held it in 6 quarters since. 740 funds tracked by Wall St. Rank hold IDEV as of Q2 2026.

Concurrent Investment Advisors held 50,536 shares of iShares Core MSCI International Developed Markets ETF worth $4.5M as of Q2 2026.
Concurrent Investment Advisors bought 42,838 iShares Core MSCI International Developed Markets ETF shares in Q2 2026, an estimated $3.8M.
iShares Core MSCI International Developed Markets ETF made up 0.04% of Concurrent Investment Advisors's portfolio in Q2 2026, its #460 holding.
Concurrent Investment Advisors first reported a position in iShares Core MSCI International Developed Markets ETF in Q1 2025 and has held it in 6 quarters since.
740 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.