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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

BOF
Bank of Finland Helsinki, Finland $1.54B AUM 15.84% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $759M AUM 24.25% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $372M AUM 21.43% 1-Year Est. Return
AWM
AAF Wealth Management Westborough, Massachusetts $271M AUM 24.26% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
CSIA
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $615M AUM 21.19% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 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. 195 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.
  • 195 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.