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Defined Wealth Management’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

Defined Wealth Management’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 		$3.51M Buy
39,226
+32
+0.1% +$2.92K 1.8% 17
2026
Q2 		$3.49M Sell
39,194
-130
-0.3% -$11.5K 1.8% 16
2026
Q1 		$3.29M Sell
39,324
-495
-1% -$42.6K 1.92% 17
2025
Q4 		$3.28M Sell
39,819
-167
-0.4% -$13.6K 1.89% 17
2025
Q3 		$3.21M Buy
39,986
+274
+0.7% +$21.3K 1.86% 18
2025
Q2 		$3.02M Sell
39,712
-440
-1% -$31.8K 1.87% 18
2025
Q1 		$2.77M Buy
40,152
+646
+2% +$44.1K 1.86% 16
2024
Q4 		$2.55M Buy
39,506
+276
+0.7% +$18.6K 1.69% 19
2024
Q3 		$2.78M Sell
39,230
-179
-0.5% -$12.1K 1.8% 17
2024
Q2 		$2.59M Sell
39,409
-121
-0.3% -$8.05K 1.8% 17
2024
Q1 		$2.65M Sell
39,530
-139
-0.4% -$8.95K 1.91% 16
2023
Q4 		$2.53M Buy
39,669
+184
+0.5% +$11K 1.93% 15
2023
Q3 		$2.3M Sell
39,485
-41
-0.1% -$2.48K 1.96% 16
2023
Q2 		$2.42M Buy
39,526
+340
+0.9% +$20.8K 2.04% 16
2023
Q1 		$2.37M Sell
39,186
-1,787
-4% -$106K 2.21% 16
2022
Q4 		$2.29M Sell
40,973
-27,313
-40% -$1.47M 2.15% 11
2022
Q3 		$3.3M Buy
68,286
+7,661
+13% +$412K 3.59% 7
2022
Q2 		$3.26M Sell
60,625
-6,921
-10% -$407K 3.34% 8
2022
Q1 		$4.3M Buy
67,546
+8,262
+14% +$532K 3.78% 6
2021
Q4 		$4M Sell
59,284
-4,180
-7% -$284K 3.27% 6
2021
Q3 		$4.24M Buy
63,464
+14,145
+29% +$968K 3.76% 6
2021
Q2 		$3.33M Buy
49,319
+1,122
+2% +$76.1K 2.96% 10
2021
Q1 		$3.11M Buy
48,197
+6,396
+15% +$409K 2.95% 11
2020
Q4 		$2.58M Buy
+41,801
New +$2.42M 2.54% 9

Other funds holding IDEV

Bank of Finland
Bank of Finland Helsinki, Finland $1.38B AUM 11.75% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 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
FPN
Financial Planning Navigators Maple Grove, Minnesota $274M AUM 13.83% 1-Year Est. Return
SAM
Standpoint Asset Management Scottsdale, Arizona $514M AUM 14.59% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
DI
DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return

Defined Wealth Management's IDEV Position: Q3 2026 in Review

Defined Wealth Management increased its iShares Core MSCI International Developed Markets ETF (IDEV) stake by 0.08% in Q3 2026, buying an estimated $2.92K and bringing the position to 39,226 shares worth $3.51M. The position accounts for 1.8% of the portfolio, ranked #17.

Defined Wealth Management first reported a position in IDEV in Q4 2020 and has held it in 24 quarters since. The position peaked at $4.3M in Q1 2022. 183 funds tracked by Wall St. Rank hold IDEV as of Q3 2026.

  • Defined Wealth Management held 39,226 shares of iShares Core MSCI International Developed Markets ETF worth $3.51M as of Q3 2026.
  • Defined Wealth Management bought 32 iShares Core MSCI International Developed Markets ETF shares in Q3 2026, an estimated $2.92K.
  • iShares Core MSCI International Developed Markets ETF made up 1.8% of Defined Wealth Management's portfolio in Q3 2026, its #17 holding.
  • Defined Wealth Management first reported a position in iShares Core MSCI International Developed Markets ETF in Q4 2020 and has held it in 24 quarters since.
  • Defined Wealth Management's iShares Core MSCI International Developed Markets ETF position peaked at $4.3M in Q1 2022.
  • 183 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q3 2026.

Based on Defined Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.