Ehrlich Financial Group
IDEV icon

Ehrlich Financial Group’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

Ehrlich Financial Group’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 		$2.26M Sell
25,244
-105
-0.4% -$9.6K 1.17% 24
2026
Q2 		$2.26M Sell
25,349
-720
-3% -$63.8K 1.16% 25
2026
Q1 		$2.18M Buy
+26,069
New +$2.24M 1.25% 27

Other funds holding IDEV

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
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
Amarillo National Bank
Amarillo National Bank Amarillo, Texas $620M AUM 12.97% 1-Year Est. Return
Financial Planning Navigators
Financial Planning Navigators Maple Grove, Minnesota $274M AUM 13.83% 1-Year Est. Return
Standpoint Asset Management
Standpoint Asset Management Scottsdale, Arizona $514M AUM 14.59% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Ehrlich Financial Group's IDEV Position: Q3 2026 in Review

Ehrlich Financial Group reduced its iShares Core MSCI International Developed Markets ETF (IDEV) stake by 0.41% in Q3 2026, selling an estimated $9.6K and leaving 25,244 shares worth $2.26M. The position accounts for 1.17% of the portfolio, ranked #24.

Ehrlich Financial Group first reported a position in IDEV in Q1 2026 and has held it in 3 quarters since. 244 funds tracked by Wall St. Rank hold IDEV as of Q3 2026.

  • Ehrlich Financial Group held 25,244 shares of iShares Core MSCI International Developed Markets ETF worth $2.26M as of Q3 2026.
  • Ehrlich Financial Group sold 105 iShares Core MSCI International Developed Markets ETF shares in Q3 2026, an estimated $9.6K.
  • iShares Core MSCI International Developed Markets ETF made up 1.17% of Ehrlich Financial Group's portfolio in Q3 2026, its #24 holding.
  • Ehrlich Financial Group first reported a position in iShares Core MSCI International Developed Markets ETF in Q1 2026 and has held it in 3 quarters since.
  • 244 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q3 2026.

Based on Ehrlich Financial Group's 13F filing for Q3 2026, filed 20 Oct 2026.