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Family Wealth Partners’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

Family Wealth Partners’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 		$12.7M Buy
142,445
+4,906
+4% +$435K 3.89% 9
2026
Q1 		$11.5M Buy
137,539
+16,952
+14% +$1.46M 3.92% 6
2025
Q4 		$9.95M Sell
120,587
-2,634
-2% -$214K 3.58% 7
2025
Q3 		$9.88M Sell
123,221
-1,247
-1% -$96.9K 3.7% 8
2025
Q2 		$9.46M Buy
124,468
+3,100
+3% +$224K 3.79% 5
2025
Q1 		$8.36M Buy
121,368
+8,243
+7% +$562K 3.82% 7
2024
Q4 		$7.29M Buy
113,125
+23,456
+26% +$1.58M 3.47% 9
2024
Q3 		$6.35M Buy
89,669
+2,201
+3% +$149K 3.25% 11
2024
Q2 		$5.74M Buy
87,468
+11,414
+15% +$759K 2.98% 11
2024
Q1 		$5.11M Buy
76,054
+29,771
+64% +$1.92M 2.89% 11
2023
Q4 		$2.95M Buy
+46,283
New +$2.76M 2.27% 16

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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TFM
TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
NPT
Nixon Peabody Trust Boston, Massachusetts $1.41B AUM 27.78% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

Family Wealth Partners's IDEV Position: Q2 2026 in Review

Family Wealth Partners increased its iShares Core MSCI International Developed Markets ETF (IDEV) stake by 3.6% in Q2 2026, buying an estimated $435K and bringing the position to 142,445 shares worth $12.7M. The position accounts for 3.89% of the portfolio, ranked #9.

Family Wealth Partners first reported a position in IDEV in Q4 2023 and has held it in 11 quarters since. 357 funds tracked by Wall St. Rank hold IDEV as of Q2 2026.

  • Family Wealth Partners held 142,445 shares of iShares Core MSCI International Developed Markets ETF worth $12.7M as of Q2 2026.
  • Family Wealth Partners bought 4,906 iShares Core MSCI International Developed Markets ETF shares in Q2 2026, an estimated $435K.
  • iShares Core MSCI International Developed Markets ETF made up 3.89% of Family Wealth Partners's portfolio in Q2 2026, its #9 holding.
  • Family Wealth Partners first reported a position in iShares Core MSCI International Developed Markets ETF in Q4 2023 and has held it in 11 quarters since.
  • 357 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q2 2026.

Based on Family Wealth Partners's 13F filing for Q2 2026, filed 10 Jul 2026.