Elevate Wealth Advisory’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

Elevate 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 Q2	$5.72M	Sell	64,235 -1,828	-3%	-$162K	3.27%	10
2026 Q1	$5.52M	Buy	66,063 +2,034	+3%	+$175K	3.48%	9
2025 Q4	$5.28M	Sell	64,029 -3,243	-5%	-$264K	3.61%	10
2025 Q3	$5.39M	Sell	67,272 -1,014	-1%	-$78.8K	3.92%	8
2025 Q2	$5.19M	Sell	68,286 -10,569	-13%	-$764K	3.69%	6
2025 Q1	$5.43M	Buy	78,855 +13,684	+21%	+$933K	3.85%	6
2024 Q4	$4.2M	Buy	65,171 +2,261	+4%	+$153K	3.15%	10
2024 Q3	$4.46M	Sell	62,910 -335	-0.5%	-$22.7K	3.31%	10
2024 Q2	$4.15M	Buy	63,245 +7,224	+13%	+$481K	3.37%	10
2024 Q1	$3.76M	Buy	56,021 +7,578	+16%	+$488K	3.27%	10
2023 Q4	$3.08M	Buy	+48,443	New	+$2.89M	2.83%	10

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

Elevate Wealth Advisory's IDEV Position: Q2 2026 in Review

Elevate Wealth Advisory reduced its iShares Core MSCI International Developed Markets ETF (IDEV) stake by 2.8% in Q2 2026, selling an estimated $162K and leaving 64,235 shares worth $5.72M. The position accounts for 3.27% of the portfolio, ranked #10.

Elevate Wealth Advisory first reported a position in IDEV in Q4 2023 and has held it in 11 quarters since. 743 funds tracked by Wall St. Rank hold IDEV as of Q2 2026.

Elevate Wealth Advisory held 64,235 shares of iShares Core MSCI International Developed Markets ETF worth $5.72M as of Q2 2026.
Elevate Wealth Advisory sold 1,828 iShares Core MSCI International Developed Markets ETF shares in Q2 2026, an estimated $162K.
iShares Core MSCI International Developed Markets ETF made up 3.27% of Elevate Wealth Advisory's portfolio in Q2 2026, its #10 holding.
Elevate Wealth Advisory first reported a position in iShares Core MSCI International Developed Markets ETF in Q4 2023 and has held it in 11 quarters since.
743 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q2 2026.

Based on Elevate Wealth Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.