EP Wealth Advisors’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

EP Wealth Advisors’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	$1.03M	Buy	11,627 +2,999	+35%	+$266K	﹤0.01%	739
2026 Q1	$721K	Sell	8,628 -234	-3%	-$20.1K	﹤0.01%	755
2025 Q4	$731K	Buy	+8,862	New	+$720K	﹤0.01%	716
2025 Q2	$1.52M	Buy	20,046 +6,663	+50%	+$482K	0.01%	472
2025 Q1	$922K	Buy	13,383 +458	+4%	+$31.2K	0.01%	523
2024 Q4	$833K	Sell	12,925 -4,323	-25%	-$292K	0.01%	552
2024 Q3	$1.22M	Buy	17,248 +8,409	+95%	+$570K	0.01%	452
2024 Q2	$580K	Buy	8,839 +2,658	+43%	+$177K	0.01%	502
2024 Q1	$415K	Buy	6,181 +291	+5%	+$18.7K	﹤0.01%	559
2023 Q4	$375K	Buy	+5,890	New	+$351K	﹤0.01%	563
2023 Q2	–	Sell	-38,886	Closed	-$1.95M	–	696
2023 Q1	$1.95M	Buy	+38,886	New	+$2.31M	0.03%	225

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

EP Wealth Advisors's IDEV Position: Q2 2026 in Review

EP Wealth Advisors increased its iShares Core MSCI International Developed Markets ETF (IDEV) stake by 35% in Q2 2026, buying an estimated $266K and bringing the position to 11,627 shares worth $1.03M. The position accounts for ﹤0.01% of the portfolio, ranked #739.

EP Wealth Advisors first reported a position in IDEV in Q1 2023 and has held it in 11 quarters since. The position peaked at $1.95M in Q1 2023. 742 funds tracked by Wall St. Rank hold IDEV as of Q2 2026.

EP Wealth Advisors held 11,627 shares of iShares Core MSCI International Developed Markets ETF worth $1.03M as of Q2 2026.
EP Wealth Advisors bought 2,999 iShares Core MSCI International Developed Markets ETF shares in Q2 2026, an estimated $266K.
iShares Core MSCI International Developed Markets ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #739 holding.
EP Wealth Advisors first reported a position in iShares Core MSCI International Developed Markets ETF in Q1 2023 and has held it in 11 quarters since.
EP Wealth Advisors's iShares Core MSCI International Developed Markets ETF position peaked at $1.95M in Q1 2023.
742 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.