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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

BOK

Bank of Korea Seoul, South Korea $4.13B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Delap Wealth Advisory's IDEV Position: Q1 2026 in Review

Delap Wealth Advisory increased its iShares Core MSCI International Developed Markets ETF (IDEV) stake by 3.1% in Q1 2026, buying an estimated $697K and bringing the position to 267,257 shares worth $22.3M. The position accounts for 8.41% of the portfolio, ranked #2.

Delap Wealth Advisory first reported a position in IDEV in Q4 2022 and has held it in 14 quarters since. The position peaked at $22.4M in Q2 2024. 706 funds tracked by Wall St. Rank hold IDEV as of Q1 2026.

Delap Wealth Advisory held 267,257 shares of iShares Core MSCI International Developed Markets ETF worth $22.3M as of Q1 2026.
Delap Wealth Advisory bought 8,101 iShares Core MSCI International Developed Markets ETF shares in Q1 2026, an estimated $697K.
iShares Core MSCI International Developed Markets ETF made up 8.41% of Delap Wealth Advisory's portfolio in Q1 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 14 quarters since.
Delap Wealth Advisory's iShares Core MSCI International Developed Markets ETF position peaked at $22.4M in Q2 2024.
706 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q1 2026.

Based on Delap Wealth Advisory's 13F filing for Q1 2026, filed 21 Apr 2026.