Delap Wealth Advisory
IDEV icon

Delap Wealth Advisory’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

Delap Wealth Advisory’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 		$24.7M Buy
275,688
+1,385
+0.5% +$126K 8.49% 2
2026
Q2 		$24.4M Buy
274,303
+7,046
+3% +$624K 8.25% 2
2026
Q1 		$22.3M Buy
267,257
+8,101
+3% +$697K 8.41% 2
2025
Q4 		$21.4M Buy
259,156
+12,321
+5% +$1M 8.25% 2
2025
Q3 		$19.9M Buy
246,835
+31,180
+14% +$2.42M 8.38% 2
2025
Q2 		$16.4M Sell
215,655
-17,841
-8% -$1.29M 7.87% 2
2025
Q1 		$16.1M Buy
233,496
+13,918
+6% +$949K 8.97% 2
2024
Q4 		$14.2M Buy
219,578
+30,726
+16% +$2.07M 8.46% 2
2024
Q3 		$13.4M Sell
188,852
-151,828
-45% -$10.3M 8.46% 3
2024
Q2 		$22.4M Buy
340,680
+173,843
+104% +$11.6M 10.29% 2
2024
Q1 		$11.2M Sell
166,837
-95,670
-36% -$6.16M 4.53% 4
2023
Q4 		$16.7M Buy
262,507
+100,433
+62% +$5.99M 7.57% 4
2023
Q3 		$9.45M Buy
162,074
+71,317
+79% +$4.32M 9.13% 3
2023
Q2 		$5.55M Sell
90,757
-7,590
-8% -$465K 5.44% 6
2023
Q1 		$5.95M Buy
98,347
+9,051
+10% +$538K 6.1% 4
2022
Q4 		$5M Buy
+89,296
New +$4.8M 5.23% 6

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
Capital Asset Advisory Services
Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 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

Delap Wealth Advisory's IDEV Position: Q3 2026 in Review

Delap Wealth Advisory increased its iShares Core MSCI International Developed Markets ETF (IDEV) stake by 0.5% in Q3 2026, buying an estimated $126K and bringing the position to 275,688 shares worth $24.7M. The position accounts for 8.49% of the portfolio, ranked #2.

Delap Wealth Advisory first reported a position in IDEV in Q4 2022 and has held it in 16 quarters since. 355 funds tracked by Wall St. Rank hold IDEV as of Q3 2026.

  • Delap Wealth Advisory held 275,688 shares of iShares Core MSCI International Developed Markets ETF worth $24.7M as of Q3 2026.
  • Delap Wealth Advisory bought 1,385 iShares Core MSCI International Developed Markets ETF shares in Q3 2026, an estimated $126K.
  • iShares Core MSCI International Developed Markets ETF made up 8.49% of Delap Wealth Advisory's portfolio in Q3 2026, its #2 holding.
  • Delap Wealth Advisory first reported a position in iShares Core MSCI International Developed Markets ETF in Q4 2022 and has held it in 16 quarters since.
  • 355 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q3 2026.

Based on Delap Wealth Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.