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Cypress Financial Planning’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

Cypress Financial Planning’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 		$340K Buy
+3,815
New +$338K 0.08% 80
2026
Q1 		– Sell
-3,627
Closed -$299K – 104
2025
Q4 		$299K Buy
+3,627
New +$295K 0.08% 87

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

Cypress Financial Planning's IDEV Position: Q2 2026 in Review

Cypress Financial Planning opened a new position in iShares Core MSCI International Developed Markets ETF (IDEV) in Q2 2026: 3,815 shares worth $340K. The stake represents 0.08% of the portfolio and ranks #80 among its holdings. This is a return to the name: Cypress Financial Planning previously reported a position in IDEV as recently as Q4 2025.

Cypress Financial Planning first reported a position in IDEV in Q4 2025 and has held it in 2 quarters since. 741 funds tracked by Wall St. Rank hold IDEV as of Q2 2026.

  • Cypress Financial Planning held 3,815 shares of iShares Core MSCI International Developed Markets ETF worth $340K as of Q2 2026.
  • iShares Core MSCI International Developed Markets ETF was a new Cypress Financial Planning position in Q2 2026.
  • iShares Core MSCI International Developed Markets ETF made up 0.08% of Cypress Financial Planning's portfolio in Q2 2026, its #80 holding.
  • Cypress Financial Planning first reported a position in iShares Core MSCI International Developed Markets ETF in Q4 2025 and has held it in 2 quarters since.
  • 741 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q2 2026.

Based on Cypress Financial Planning's 13F filing for Q2 2026, filed 9 Jul 2026.