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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$658K Sell
7,871
-988
-11% -$85K 0.02% 408
2025
Q4
$731K Sell
8,859
-2,443
-22% -$199K 0.03% 354
2025
Q3
$906K Sell
11,302
-400
-3% -$31.1K 0.03% 322
2025
Q2
$890K Sell
11,702
-785
-6% -$56.7K 0.03% 284
2025
Q1
$860K Buy
12,487
+809
+7% +$55.2K 0.03% 304
2024
Q4
$753K Sell
11,678
-4,214
-27% -$284K 0.02% 375
2024
Q3
$1.13M Sell
15,892
-1,603
-9% -$109K 0.04% 277
2024
Q2
$1.15M Buy
17,495
+471
+3% +$31.3K 0.05% 239
2024
Q1
$1.14M Sell
17,024
-339
-2% -$21.8K 0.04% 267
2023
Q4
$1.1M Sell
17,363
-680
-4% -$40.5K 0.09% 201
2023
Q3
$1.05M Buy
+18,043
New +$1.09M 0.12% 143

Other funds holding IDEV

GeoWealth Management's IDEV Position: Q1 2026 in Review

GeoWealth Management reduced its iShares Core MSCI International Developed Markets ETF (IDEV) stake by 11% in Q1 2026, selling an estimated $85K and leaving 7,871 shares worth $658K. The position accounts for 0.02% of the portfolio, ranked #408.

GeoWealth Management first reported a position in IDEV in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.15M in Q2 2024. 706 funds tracked by Wall St. Rank hold IDEV as of Q1 2026.

  • GeoWealth Management held 7,871 shares of iShares Core MSCI International Developed Markets ETF worth $658K as of Q1 2026.
  • GeoWealth Management sold 988 iShares Core MSCI International Developed Markets ETF shares in Q1 2026, an estimated $85K.
  • iShares Core MSCI International Developed Markets ETF made up 0.02% of GeoWealth Management's portfolio in Q1 2026, its #408 holding.
  • GeoWealth Management first reported a position in iShares Core MSCI International Developed Markets ETF in Q3 2023 and has held it in 11 quarters since.
  • GeoWealth Management's iShares Core MSCI International Developed Markets ETF position peaked at $1.15M in Q2 2024.
  • 706 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.