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Cyndeo Wealth Partners’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

Cyndeo Wealth 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
Q2 		$325K Buy
+3,646
New +$323K 0.02% 425
2025
Q2 		– Sell
-28,972
Closed -$2M – 481
2025
Q1 		$2M Buy
28,972
+13
+0% +$887 0.13% 163
2024
Q4 		$1.87M Hold
28,959
– – 0.13% 169
2024
Q3 		$2.05M Sell
28,959
-5,192
-15% -$352K 0.14% 164
2024
Q2 		$2.24M Hold
34,151
– – 0.18% 150
2024
Q1 		$2.29M Hold
34,151
– – 0.19% 146
2023
Q4 		$2.17M Sell
34,151
-3,173
-9% -$189K 0.2% 130
2023
Q3 		$2.18M Buy
+37,324
New +$2.26M 0.23% 116

Other funds holding IDEV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BOK
Bank of Korea Seoul, South Korea $3.89B AUM
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cyndeo Wealth Partners's IDEV Position: Q2 2026 in Review

Cyndeo Wealth Partners opened a new position in iShares Core MSCI International Developed Markets ETF (IDEV) in Q2 2026: 3,646 shares worth $325K. The stake represents 0.02% of the portfolio and ranks #425 among its holdings. This is a return to the name: Cyndeo Wealth Partners previously reported a position in IDEV as recently as Q1 2025.

Cyndeo Wealth Partners first reported a position in IDEV in Q3 2023 and has held it in 8 quarters since. The position peaked at $2.29M in Q1 2024. 742 funds tracked by Wall St. Rank hold IDEV as of Q2 2026.

  • Cyndeo Wealth Partners held 3,646 shares of iShares Core MSCI International Developed Markets ETF worth $325K as of Q2 2026.
  • iShares Core MSCI International Developed Markets ETF was a new Cyndeo Wealth Partners position in Q2 2026.
  • iShares Core MSCI International Developed Markets ETF made up 0.02% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #425 holding.
  • Cyndeo Wealth Partners first reported a position in iShares Core MSCI International Developed Markets ETF in Q3 2023 and has held it in 8 quarters since.
  • Cyndeo Wealth Partners's iShares Core MSCI International Developed Markets ETF position peaked at $2.29M in Q1 2024.
  • 742 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.