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

GeoWealth 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	$699K	Sell	7,857 -14	-0.2%	-$1.24K	0.02%	415
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

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

GeoWealth Management's IDEV Position: Q2 2026 in Review

GeoWealth Management reduced its iShares Core MSCI International Developed Markets ETF (IDEV) stake by 0.18% in Q2 2026, selling an estimated $1.24K and leaving 7,857 shares worth $699K. The position accounts for 0.02% of the portfolio, ranked #415.

GeoWealth Management first reported a position in IDEV in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.15M in Q2 2024. 744 funds tracked by Wall St. Rank hold IDEV as of Q2 2026.

GeoWealth Management held 7,857 shares of iShares Core MSCI International Developed Markets ETF worth $699K as of Q2 2026.
GeoWealth Management sold 14 iShares Core MSCI International Developed Markets ETF shares in Q2 2026, an estimated $1.24K.
iShares Core MSCI International Developed Markets ETF made up 0.02% of GeoWealth Management's portfolio in Q2 2026, its #415 holding.
GeoWealth Management first reported a position in iShares Core MSCI International Developed Markets ETF in Q3 2023 and has held it in 12 quarters since.
GeoWealth Management's iShares Core MSCI International Developed Markets ETF position peaked at $1.15M in Q2 2024.
744 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.