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 America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BOK

Bank of Korea Seoul, South Korea $3.89B AUM

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Dopkins Wealth Management's IDEV Position: Q2 2026 in Review

Dopkins Wealth Management increased its iShares Core MSCI International Developed Markets ETF (IDEV) stake by 1.4% in Q2 2026, buying an estimated $35.1K and bringing the position to 28,468 shares worth $2.53M. The position accounts for 0.92% of the portfolio, ranked #28.

Dopkins Wealth Management first reported a position in IDEV in Q3 2023 and has held it in 10 quarters since. 740 funds tracked by Wall St. Rank hold IDEV as of Q2 2026.

Dopkins Wealth Management held 28,468 shares of iShares Core MSCI International Developed Markets ETF worth $2.53M as of Q2 2026.
Dopkins Wealth Management bought 396 iShares Core MSCI International Developed Markets ETF shares in Q2 2026, an estimated $35.1K.
iShares Core MSCI International Developed Markets ETF made up 0.92% of Dopkins Wealth Management's portfolio in Q2 2026, its #28 holding.
Dopkins Wealth Management first reported a position in iShares Core MSCI International Developed Markets ETF in Q3 2023 and has held it in 10 quarters since.
740 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q2 2026.

Based on Dopkins Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.