Gladstone Institutional Advisory’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

Gladstone Institutional Advisory’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	$5.37M	Buy	60,328 +900	+2%	+$79.8K	0.17%	123
2026 Q1	$4.97M	Sell	59,428 -2,427	-4%	-$209K	0.18%	124
2025 Q4	$5.1M	Buy	61,855 +368	+0.6%	+$29.9K	0.19%	115
2025 Q3	$4.93M	Sell	61,487 -3,014	-5%	-$234K	0.19%	114
2025 Q2	$4.9M	Sell	64,501 -560	-0.9%	-$40.5K	0.2%	117
2025 Q1	$4.48M	Buy	65,061 +1,249	+2%	+$85.2K	0.21%	116
2024 Q4	$4.11M	Buy	63,812 +1,941	+3%	+$131K	0.19%	123
2024 Q3	$4.38M	Sell	61,871 -1,677	-3%	-$114K	0.21%	116
2024 Q2	$4.17M	Buy	63,548 +1,372	+2%	+$91.3K	0.22%	124
2024 Q1	$4.17M	Buy	62,176 +1,558	+3%	+$100K	0.23%	118
2023 Q4	$3.86M	Buy	60,618 +3,898	+7%	+$232K	0.22%	122
2023 Q3	$3.31M	Buy	56,720 +2,309	+4%	+$140K	0.21%	122
2023 Q2	$3.33M	Buy	54,411 +1,675	+3%	+$103K	0.2%	129
2023 Q1	$3.19M	Sell	52,736 -1,960	-4%	-$116K	0.21%	142
2022 Q4	$3.06M	Buy	54,696 +3,182	+6%	+$171K	0.22%	133
2022 Q3	$2.49M	Buy	51,514 +5,163	+11%	+$278K	0.19%	131
2022 Q2	$2.49M	Buy	46,351 +2,160	+5%	+$127K	0.2%	132
2022 Q1	$2.81M	Buy	44,191 +3,309	+8%	+$213K	0.19%	142
2021 Q4	$2.76M	Buy	40,882 +5,570	+16%	+$378K	0.21%	130
2021 Q3	$2.36M	Buy	35,312 +30,962	+712%	+$2.12M	0.23%	126
2021 Q2	$293K	Buy	+4,350	New	+$295K	0.03%	403

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

Gladstone Institutional Advisory's IDEV Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its iShares Core MSCI International Developed Markets ETF (IDEV) stake by 1.5% in Q2 2026, buying an estimated $79.8K and bringing the position to 60,328 shares worth $5.37M. The position accounts for 0.17% of the portfolio, ranked #123.

Gladstone Institutional Advisory first reported a position in IDEV in Q2 2021 and has held it in 21 quarters since. 743 funds tracked by Wall St. Rank hold IDEV as of Q2 2026.

Gladstone Institutional Advisory held 60,328 shares of iShares Core MSCI International Developed Markets ETF worth $5.37M as of Q2 2026.
Gladstone Institutional Advisory bought 900 iShares Core MSCI International Developed Markets ETF shares in Q2 2026, an estimated $79.8K.
iShares Core MSCI International Developed Markets ETF made up 0.17% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #123 holding.
Gladstone Institutional Advisory first reported a position in iShares Core MSCI International Developed Markets ETF in Q2 2021 and has held it in 21 quarters since.
743 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.