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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
BOF
Bank of Finland Helsinki, Finland $1.54B AUM 15.84% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

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

Forteris Wealth Management reduced its iShares Core MSCI International Developed Markets ETF (IDEV) stake by 3.4% in Q2 2026, selling an estimated $10.1K and leaving 3,220 shares worth $287K. The position accounts for 0.23% of the portfolio, ranked #63.

Forteris Wealth Management first reported a position in IDEV in Q4 2025 and has held it in 3 quarters since. The position peaked at $327K in Q4 2025. 487 funds tracked by Wall St. Rank hold IDEV as of Q2 2026.

  • Forteris Wealth Management held 3,220 shares of iShares Core MSCI International Developed Markets ETF worth $287K as of Q2 2026.
  • Forteris Wealth Management sold 114 iShares Core MSCI International Developed Markets ETF shares in Q2 2026, an estimated $10.1K.
  • iShares Core MSCI International Developed Markets ETF made up 0.23% of Forteris Wealth Management's portfolio in Q2 2026, its #63 holding.
  • Forteris Wealth Management first reported a position in iShares Core MSCI International Developed Markets ETF in Q4 2025 and has held it in 3 quarters since.
  • Forteris Wealth Management's iShares Core MSCI International Developed Markets ETF position peaked at $327K in Q4 2025.
  • 487 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q2 2026.

Based on Forteris Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.