Forteris Wealth Management
IDEV icon

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

Forteris 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
Q3 		$250K Sell
2,790
-430
-13% -$39.2K 0.21% 66
2026
Q2 		$287K Sell
3,220
-114
-3% -$10.1K 0.23% 63
2026
Q1 		$279K Sell
3,334
-625
-16% -$53.8K 0.27% 60
2025
Q4 		$327K Buy
+3,959
New +$322K 0.32% 58

Other funds holding IDEV

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
MCF Advisors
MCF Advisors Covington, Kentucky $2.81B AUM 12.54% 1-Year Est. Return
Bank of Finland
Bank of Finland Helsinki, Finland $1.38B AUM 11.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return
Clearstead Advisors
Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Forteris Wealth Management's IDEV Position: Q3 2026 in Review

Forteris Wealth Management reduced its iShares Core MSCI International Developed Markets ETF (IDEV) stake by 13% in Q3 2026, selling an estimated $39.2K and leaving 2,790 shares worth $250K. The position accounts for 0.21% of the portfolio, ranked #66.

Forteris Wealth Management first reported a position in IDEV in Q4 2025 and has held it in 4 quarters since. The position peaked at $327K in Q4 2025. 497 funds tracked by Wall St. Rank hold IDEV as of Q3 2026.

  • Forteris Wealth Management held 2,790 shares of iShares Core MSCI International Developed Markets ETF worth $250K as of Q3 2026.
  • Forteris Wealth Management sold 430 iShares Core MSCI International Developed Markets ETF shares in Q3 2026, an estimated $39.2K.
  • iShares Core MSCI International Developed Markets ETF made up 0.21% of Forteris Wealth Management's portfolio in Q3 2026, its #66 holding.
  • Forteris Wealth Management first reported a position in iShares Core MSCI International Developed Markets ETF in Q4 2025 and has held it in 4 quarters since.
  • Forteris Wealth Management's iShares Core MSCI International Developed Markets ETF position peaked at $327K in Q4 2025.
  • 497 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q3 2026.

Based on Forteris Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.