Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
EWM
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
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
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
$1.37T 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
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close