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

Geneos 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	$59.2K	Sell	665 -3	-0.4%	-$266	﹤0.01%	1396
2026 Q1	$55.8K	Buy	668 +3	+0.5%	+$258	﹤0.01%	1380
2025 Q4	$54.8K	Sell	665 -402	-38%	-$32.7K	﹤0.01%	1362
2025 Q3	$85.5K	Sell	1,067 -171,308	-99%	-$13.3M	﹤0.01%	1174
2025 Q2	$13.1M	Sell	172,375 -5,132	-3%	-$371K	0.32%	75
2025 Q1	$12.2M	Buy	177,507 +68,907	+63%	+$4.7M	0.41%	48
2024 Q4	$7M	Buy	108,600 +4,281	+4%	+$289K	0.25%	93
2024 Q3	$7.39M	Buy	+104,319	New	+$7.08M	0.28%	81
2024 Q1	–	Sell	-181	Closed	-$11.5K	–	2177
2023 Q4	$11.5K	Buy	+181	New	+$10.8K	﹤0.01%	1518
2021 Q2	–	Sell	-307,964	Closed	-$20.5M	–	2978
2021 Q1	$20.5M	Buy	+307,964	New	+$19.7M	0.57%	35

Other funds holding IDEV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BOK

Bank of Korea Seoul, South Korea $3.89B AUM

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Geneos Wealth Management reduced its iShares Core MSCI International Developed Markets ETF (IDEV) stake by 0.45% in Q2 2026, selling an estimated $266 and leaving 665 shares worth $59.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1396.

Geneos Wealth Management first reported a position in IDEV in Q1 2021 and has held it in 10 quarters since. The position peaked at $20.5M in Q1 2021. 743 funds tracked by Wall St. Rank hold IDEV as of Q2 2026.

Geneos Wealth Management held 665 shares of iShares Core MSCI International Developed Markets ETF worth $59.2K as of Q2 2026.
Geneos Wealth Management sold 3 iShares Core MSCI International Developed Markets ETF shares in Q2 2026, an estimated $266.
iShares Core MSCI International Developed Markets ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1396 holding.
Geneos Wealth Management first reported a position in iShares Core MSCI International Developed Markets ETF in Q1 2021 and has held it in 10 quarters since.
Geneos Wealth Management's iShares Core MSCI International Developed Markets ETF position peaked at $20.5M in Q1 2021.
743 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.