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

Golden State 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	$252K	Buy	2,828 +2	+0.1%	+$177	0.02%	384
2026 Q1	$236K	Hold	2,826	–	–	0.03%	366
2025 Q4	$233K	Hold	2,826	–	–	0.02%	368
2025 Q3	$227K	Sell	2,826 -2	-0.1%	-$155	0.03%	358
2025 Q2	$215K	Buy	2,828 +1	+0%	+$72	0.03%	351
2025 Q1	$195K	Hold	2,827	–	–	0.03%	342
2024 Q4	$182K	Buy	+2,827	New	+$191K	0.03%	335
2020 Q4	–	Sell	-2,660	Closed	-$144K	–	322
2020 Q3	$144K	Buy	+2,660	New	+$144K	0.05%	224
2020 Q2	–	Sell	-3,210	Closed	-$142K	–	570
2020 Q1	$142K	Buy	+3,210	New	+$171K	0.06%	199
2019 Q4	–	Sell	-3,600	Closed	-$197K	–	459
2019 Q3	$197K	Buy	3,600 +550	+18%	+$29.7K	0.07%	207
2019 Q2	$167K	Buy	3,050 +20	+0.7%	+$1.09K	0.05%	245
2019 Q1	$164K	Buy	+3,030	New	+$159K	0.05%	249

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

Golden State Wealth Management's IDEV Position: Q2 2026 in Review

Golden State Wealth Management increased its iShares Core MSCI International Developed Markets ETF (IDEV) stake by 0.07% in Q2 2026, buying an estimated $177 and bringing the position to 2,828 shares worth $252K. The position accounts for 0.02% of the portfolio, ranked #384.

Golden State Wealth Management first reported a position in IDEV in Q1 2019 and has held it in 12 quarters since. 738 funds tracked by Wall St. Rank hold IDEV as of Q2 2026.

Golden State Wealth Management held 2,828 shares of iShares Core MSCI International Developed Markets ETF worth $252K as of Q2 2026.
Golden State Wealth Management bought 2 iShares Core MSCI International Developed Markets ETF shares in Q2 2026, an estimated $177.
iShares Core MSCI International Developed Markets ETF made up 0.02% of Golden State Wealth Management's portfolio in Q2 2026, its #384 holding.
Golden State Wealth Management first reported a position in iShares Core MSCI International Developed Markets ETF in Q1 2019 and has held it in 12 quarters since.
738 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.