Financial Synergies Wealth Advisors’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

Financial Synergies Wealth Advisors’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	$1.71M	Buy	19,161 +136	+0.7%	+$12.1K	0.14%	55
2026 Q1	$1.59M	Sell	19,025 -905	-5%	-$77.9K	0.15%	53
2025 Q4	$1.64M	Buy	19,930 +194	+1%	+$15.8K	0.16%	45
2025 Q3	$1.58M	Sell	19,736 -550	-3%	-$42.7K	0.16%	44
2025 Q2	$1.54M	Sell	20,286 -155	-0.8%	-$11.2K	0.17%	44
2025 Q1	$1.41M	Sell	20,441 -139	-0.7%	-$9.48K	0.17%	38
2024 Q4	$1.33M	Buy	20,580 +170	+0.8%	+$11.5K	0.16%	39
2024 Q3	$1.45M	Sell	20,410 -130	-0.6%	-$8.82K	0.18%	38
2024 Q2	$1.35M	Buy	20,540 +129	+0.6%	+$8.58K	0.18%	38
2024 Q1	$1.37M	Sell	20,411 -1,128	-5%	-$72.6K	0.18%	39
2023 Q4	$1.21M	Buy	21,539 +1,233	+6%	+$73.5K	0.19%	38
2023 Q3	$1.18M	Sell	20,306 -276	-1%	-$16.7K	0.17%	37
2023 Q2	$1.26M	Sell	20,582 -804	-4%	-$49.3K	0.18%	37
2023 Q1	$1.29M	Sell	21,386 -153	-0.7%	-$9.09K	0.19%	37
2022 Q4	$1.21M	Sell	21,539 -3,601	-14%	-$193K	0.19%	38
2022 Q3	$1.21M	Sell	25,140 -855	-3%	-$46K	0.21%	36
2022 Q2	$1.4M	Buy	25,995 +246	+1%	+$14.5K	0.23%	32
2022 Q1	$1.64M	Buy	25,749 +6	+0%	+$386	0.26%	31
2021 Q4	$1.74M	Buy	25,743 +396	+2%	+$26.9K	0.24%	33
2021 Q3	$1.69M	Sell	25,347 -868	-3%	-$59.4K	0.23%	30
2021 Q2	$1.77M	Buy	26,215 +140	+0.5%	+$9.49K	0.24%	31
2021 Q1	$1.68M	Sell	26,075 -272	-1%	-$17.4K	0.24%	30
2020 Q4	$1.62M	Sell	26,347 -9,864	-27%	-$571K	0.25%	30
2020 Q3	$1.95M	Sell	36,211 -8,612	-19%	-$465K	0.5%	26
2020 Q2	$2.29M	Buy	+44,823	New	+$2.17M	0.78%	18

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

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

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Riversedge Advisors Wilmington, Delaware $759M AUM 24.25% 1-Year Est. Return

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

CWG

Cornerstone Wealth Group Huntersville, North Carolina $1.69B AUM 28.24% 1-Year Est. Return

Financial Synergies Wealth Advisors's IDEV Position: Q2 2026 in Review

Financial Synergies Wealth Advisors increased its iShares Core MSCI International Developed Markets ETF (IDEV) stake by 0.71% in Q2 2026, buying an estimated $12.1K and bringing the position to 19,161 shares worth $1.71M. The position accounts for 0.14% of the portfolio, ranked #55.

Financial Synergies Wealth Advisors first reported a position in IDEV in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.29M in Q2 2020. 316 funds tracked by Wall St. Rank hold IDEV as of Q2 2026.

Financial Synergies Wealth Advisors held 19,161 shares of iShares Core MSCI International Developed Markets ETF worth $1.71M as of Q2 2026.
Financial Synergies Wealth Advisors bought 136 iShares Core MSCI International Developed Markets ETF shares in Q2 2026, an estimated $12.1K.
iShares Core MSCI International Developed Markets ETF made up 0.14% of Financial Synergies Wealth Advisors's portfolio in Q2 2026, its #55 holding.
Financial Synergies Wealth Advisors first reported a position in iShares Core MSCI International Developed Markets ETF in Q2 2020 and has held it in 25 quarters since.
Financial Synergies Wealth Advisors's iShares Core MSCI International Developed Markets ETF position peaked at $2.29M in Q2 2020.
316 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q2 2026.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.