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E-Wealth Partners’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

E-Wealth Partners’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 		$805K Sell
9,049
-879
-9% -$77.9K 0.58% 26
2026
Q1 		$830K Sell
9,928
-3,882
-28% -$334K 0.67% 24
2025
Q4 		$1.14M Buy
+13,810
New +$1.12M 0.96% 19

Other funds holding IDEV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BOK
Bank of Korea Seoul, South Korea $3.89B AUM
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

E-Wealth Partners's IDEV Position: Q2 2026 in Review

E-Wealth Partners reduced its iShares Core MSCI International Developed Markets ETF (IDEV) stake by 8.9% in Q2 2026, selling an estimated $77.9K and leaving 9,049 shares worth $805K. The position accounts for 0.58% of the portfolio, ranked #26.

E-Wealth Partners first reported a position in IDEV in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.14M in Q4 2025. 738 funds tracked by Wall St. Rank hold IDEV as of Q2 2026.

  • E-Wealth Partners held 9,049 shares of iShares Core MSCI International Developed Markets ETF worth $805K as of Q2 2026.
  • E-Wealth Partners sold 879 iShares Core MSCI International Developed Markets ETF shares in Q2 2026, an estimated $77.9K.
  • iShares Core MSCI International Developed Markets ETF made up 0.58% of E-Wealth Partners's portfolio in Q2 2026, its #26 holding.
  • E-Wealth Partners first reported a position in iShares Core MSCI International Developed Markets ETF in Q4 2025 and has held it in 3 quarters since.
  • E-Wealth Partners's iShares Core MSCI International Developed Markets ETF position peaked at $1.14M in Q4 2025.
  • 738 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q2 2026.

Based on E-Wealth Partners's 13F filing for Q2 2026, filed 17 Aug 2026.