GRWP
IDEV icon

Green Ridge Wealth Planning’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

Green Ridge Wealth Planning’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
Q3 		$13M Buy
145,148
+10,274
+8% +$937K 5.21% 7
2026
Q2 		$12M Buy
134,874
+12,597
+10% +$1.12M 5.05% 6
2026
Q1 		$10.2M Buy
122,277
+4,876
+4% +$420K 5.38% 6
2025
Q4 		$9.68M Buy
+117,401
New +$9.54M 4.95% 5

Other funds holding IDEV

BOF
Bank of Finland Helsinki, Finland $1.38B AUM 11.75% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return
CSIA
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return

Green Ridge Wealth Planning's IDEV Position: Q3 2026 in Review

Green Ridge Wealth Planning increased its iShares Core MSCI International Developed Markets ETF (IDEV) stake by 7.6% in Q3 2026, buying an estimated $937K and bringing the position to 145,148 shares worth $13M. The position accounts for 5.21% of the portfolio, ranked #7.

Green Ridge Wealth Planning first reported a position in IDEV in Q4 2025 and has held it in 4 quarters since. 26 funds tracked by Wall St. Rank hold IDEV as of Q3 2026.

  • Green Ridge Wealth Planning held 145,148 shares of iShares Core MSCI International Developed Markets ETF worth $13M as of Q3 2026.
  • Green Ridge Wealth Planning bought 10,274 iShares Core MSCI International Developed Markets ETF shares in Q3 2026, an estimated $937K.
  • iShares Core MSCI International Developed Markets ETF made up 5.21% of Green Ridge Wealth Planning's portfolio in Q3 2026, its #7 holding.
  • Green Ridge Wealth Planning first reported a position in iShares Core MSCI International Developed Markets ETF in Q4 2025 and has held it in 4 quarters since.
  • 26 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q3 2026.

Based on Green Ridge Wealth Planning's 13F filing for Q3 2026, filed 8 Oct 2026.