Cypress Financial Planning
IDEV icon

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
Q3 		$333K Sell
3,721
-94
-2% -$8.57K 0.09% 76
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

MCF Advisors
MCF Advisors Covington, Kentucky $2.81B AUM 12.54% 1-Year Est. Return
Bank of Finland
Bank of Finland Helsinki, Finland $1.38B AUM 11.75% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
TFC Financial Management
TFC Financial Management Boston, Massachusetts $893M AUM 15.25% 1-Year Est. Return
Nixon Peabody Trust
Nixon Peabody Trust Boston, Massachusetts $1.54B AUM 24.76% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Riversedge Advisors
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
Arrow Financial
Arrow Financial Glens Falls, New York $1.1B AUM 15.35% 1-Year Est. Return
Amarillo National Bank
Amarillo National Bank Amarillo, Texas $620M AUM 12.97% 1-Year Est. Return

Cypress Financial Planning's IDEV Position: Q3 2026 in Review

Cypress Financial Planning reduced its iShares Core MSCI International Developed Markets ETF (IDEV) stake by 2.5% in Q3 2026, selling an estimated $8.57K and leaving 3,721 shares worth $333K. The position accounts for 0.09% of the portfolio, ranked #76.

Cypress Financial Planning first reported a position in IDEV in Q4 2025 and has held it in 3 quarters since. The position peaked at $340K in Q2 2026. 338 funds tracked by Wall St. Rank hold IDEV as of Q3 2026.

  • Cypress Financial Planning held 3,721 shares of iShares Core MSCI International Developed Markets ETF worth $333K as of Q3 2026.
  • Cypress Financial Planning sold 94 iShares Core MSCI International Developed Markets ETF shares in Q3 2026, an estimated $8.57K.
  • iShares Core MSCI International Developed Markets ETF made up 0.09% of Cypress Financial Planning's portfolio in Q3 2026, its #76 holding.
  • Cypress Financial Planning first reported a position in iShares Core MSCI International Developed Markets ETF in Q4 2025 and has held it in 3 quarters since.
  • Cypress Financial Planning's iShares Core MSCI International Developed Markets ETF position peaked at $340K in Q2 2026.
  • 338 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q3 2026.

Based on Cypress Financial Planning's 13F filing for Q3 2026, filed 9 Oct 2026.