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

Everhart 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 Q2	$627K	Buy	7,048 +79	+1%	+$7K	0.04%	240
2026 Q1	$582K	Buy	6,969 +253	+4%	+$21.8K	0.05%	245
2025 Q4	$554K	Buy	6,716 +105	+2%	+$8.53K	0.05%	249
2025 Q3	$530K	Buy	6,611 +204	+3%	+$15.9K	0.05%	243
2025 Q2	$487K	Buy	6,407 +817	+15%	+$59.1K	0.06%	225
2025 Q1	$385K	Buy	5,590 +414	+8%	+$28.2K	0.05%	243
2024 Q4	$334K	Sell	5,176 -615	-11%	-$41.5K	0.07%	246
2024 Q3	$410K	Buy	5,791 +2,110	+57%	+$143K	0.09%	219
2024 Q2	$242K	Buy	+3,681	New	+$245K	0.06%	259

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

Everhart Financial Group's IDEV Position: Q2 2026 in Review

Everhart Financial Group increased its iShares Core MSCI International Developed Markets ETF (IDEV) stake by 1.1% in Q2 2026, buying an estimated $7K and bringing the position to 7,048 shares worth $627K. The position accounts for 0.04% of the portfolio, ranked #240.

Everhart Financial Group first reported a position in IDEV in Q2 2024 and has held it in 9 quarters since. 742 funds tracked by Wall St. Rank hold IDEV as of Q2 2026.

Everhart Financial Group held 7,048 shares of iShares Core MSCI International Developed Markets ETF worth $627K as of Q2 2026.
Everhart Financial Group bought 79 iShares Core MSCI International Developed Markets ETF shares in Q2 2026, an estimated $7K.
iShares Core MSCI International Developed Markets ETF made up 0.04% of Everhart Financial Group's portfolio in Q2 2026, its #240 holding.
Everhart Financial Group first reported a position in iShares Core MSCI International Developed Markets ETF in Q2 2024 and has held it in 9 quarters since.
742 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.