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 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 $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

BOK

Bank of Korea Seoul, South Korea $4.13B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Elevate Wealth Advisory's IDEV Position: Q1 2026 in Review

Elevate Wealth Advisory increased its iShares Core MSCI International Developed Markets ETF (IDEV) stake by 3.2% in Q1 2026, buying an estimated $175K and bringing the position to 66,063 shares worth $5.52M. The position accounts for 3.48% of the portfolio, ranked #9.

Elevate Wealth Advisory first reported a position in IDEV in Q4 2023 and has held it in 10 quarters since. 706 funds tracked by Wall St. Rank hold IDEV as of Q1 2026.

Elevate Wealth Advisory held 66,063 shares of iShares Core MSCI International Developed Markets ETF worth $5.52M as of Q1 2026.
Elevate Wealth Advisory bought 2,034 iShares Core MSCI International Developed Markets ETF shares in Q1 2026, an estimated $175K.
iShares Core MSCI International Developed Markets ETF made up 3.48% of Elevate Wealth Advisory's portfolio in Q1 2026, its #9 holding.
Elevate Wealth Advisory first reported a position in iShares Core MSCI International Developed Markets ETF in Q4 2023 and has held it in 10 quarters since.
706 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q1 2026.

Based on Elevate Wealth Advisory's 13F filing for Q1 2026, filed 11 May 2026.