Evermay Wealth Management’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

Evermay Wealth Management’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	$446	Sell	5 -24	-83%	-$2.13K	﹤0.01%	629
2026 Q1	$2.42K	Buy	29 +24	+480%	+$2.06K	﹤0.01%	540
2025 Q4	$413	Hold	5	–	–	﹤0.01%	548
2025 Q3	$401	Hold	5	–	–	﹤0.01%	528
2025 Q2	$381	Hold	5	–	–	﹤0.01%	540
2025 Q1	$345	Hold	5	–	–	﹤0.01%	552
2024 Q4	$323	Hold	5	–	–	﹤0.01%	547
2024 Q3	$355	Hold	5	–	–	﹤0.01%	573
2024 Q2	$329	Hold	5	–	–	﹤0.01%	583
2024 Q1	$336	Hold	5	–	–	﹤0.01%	582
2023 Q4	$319	Sell	5 -67	-93%	-$4K	﹤0.01%	651
2023 Q3	$4.2K	Buy	+72	New	+$4.36K	﹤0.01%	473
2023 Q1	–	Sell	-180	Closed	-$10.1K	–	566
2022 Q4	$10.1K	Sell	180 -74	-29%	-$3.98K	﹤0.01%	412
2022 Q3	$12K	Hold	254	–	–	﹤0.01%	378
2022 Q2	$14K	Sell	254 -200	-44%	-$11.8K	﹤0.01%	365
2022 Q1	$29K	Sell	454 -450	-50%	-$29K	﹤0.01%	341
2021 Q4	$61K	Buy	+904	New	+$61.4K	0.01%	258

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

Evermay Wealth Management's IDEV Position: Q2 2026 in Review

Evermay Wealth Management reduced its iShares Core MSCI International Developed Markets ETF (IDEV) stake by 83% in Q2 2026, selling an estimated $2.13K and leaving 5 shares worth $446. The position accounts for ﹤0.01% of the portfolio, ranked #629.

Evermay Wealth Management first reported a position in IDEV in Q4 2021 and has held it in 17 quarters since. The position peaked at $61K in Q4 2021. 743 funds tracked by Wall St. Rank hold IDEV as of Q2 2026.

Evermay Wealth Management held 5 shares of iShares Core MSCI International Developed Markets ETF worth $446 as of Q2 2026.
Evermay Wealth Management sold 24 iShares Core MSCI International Developed Markets ETF shares in Q2 2026, an estimated $2.13K.
iShares Core MSCI International Developed Markets ETF made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #629 holding.
Evermay Wealth Management first reported a position in iShares Core MSCI International Developed Markets ETF in Q4 2021 and has held it in 17 quarters since.
Evermay Wealth Management's iShares Core MSCI International Developed Markets ETF position peaked at $61K in Q4 2021.
743 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.