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 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 -5,667	-3%	-$410K	0.32%	75
2025 Q1	$31.3M	Buy	178,042 +69,442	+64%	+$4.74M	0.45%	45
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 $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

BOK

Bank of Korea Seoul, South Korea $4.13B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Geneos Wealth Management's IDEV Position: Q1 2026 in Review

Geneos Wealth Management increased its iShares Core MSCI International Developed Markets ETF (IDEV) stake by 0.45% in Q1 2026, buying an estimated $258 and bringing the position to 668 shares worth $55.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1380.

Geneos Wealth Management first reported a position in IDEV in Q1 2021 and has held it in 9 quarters since. The position peaked at $31.3M in Q1 2025. 706 funds tracked by Wall St. Rank hold IDEV as of Q1 2026.

Geneos Wealth Management held 668 shares of iShares Core MSCI International Developed Markets ETF worth $55.8K as of Q1 2026.
Geneos Wealth Management bought 3 iShares Core MSCI International Developed Markets ETF shares in Q1 2026, an estimated $258.
iShares Core MSCI International Developed Markets ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1380 holding.
Geneos Wealth Management first reported a position in iShares Core MSCI International Developed Markets ETF in Q1 2021 and has held it in 9 quarters since.
Geneos Wealth Management's iShares Core MSCI International Developed Markets ETF position peaked at $31.3M in Q1 2025.
706 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.