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

Dopkins 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 Q2	$2.53M	Buy	28,468 +396	+1%	+$35.1K	0.92%	28
2026 Q1	$2.35M	Buy	28,072 +2,628	+10%	+$226K	0.94%	25
2025 Q4	$2.1M	Sell	25,444 -225	-0.9%	-$18.3K	0.86%	30
2025 Q3	$2.06M	Buy	25,669 +1,397	+6%	+$109K	0.87%	29
2025 Q2	$1.85M	Buy	24,272 +11,725	+93%	+$848K	0.83%	29
2025 Q1	$864K	Buy	12,547 +917	+8%	+$62.5K	0.44%	41
2024 Q4	$750K	Buy	+11,630	New	+$785K	0.38%	43
2024 Q3	–	Sell	-9,886	Closed	-$649K	–	78
2024 Q2	$649K	Buy	9,886 +880	+10%	+$58.5K	0.39%	35
2024 Q1	$605K	Buy	+9,006	New	+$580K	0.36%	36
2023 Q4	–	Sell	-7,019	Closed	-$409K	–	51
2023 Q3	$409K	Buy	+7,019	New	+$425K	0.31%	39

Other funds holding IDEV

Bank of Finland Helsinki, Finland $1.54B AUM 15.84% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

Veery Capital Wilmington, Delaware $372M AUM 21.43% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.46B AUM 19.75% 1-Year Est. Return

Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return

Peirce Capital Management The Woodlands, Texas $273M AUM 25.34% 1-Year Est. Return