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Heritage Investment Group’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

Heritage Investment Group’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 		$14.4M Buy
162,064
+4,085
+3% +$362K 1.94% 14
2026
Q1 		$13.2M Buy
157,979
+4,008
+3% +$345K 2% 14
2025
Q4 		$12.7M Buy
153,971
+10,154
+7% +$825K 1.93% 14
2025
Q3 		$11.5M Buy
143,817
+6,817
+5% +$530K 1.85% 14
2025
Q2 		$10.4M Buy
137,000
+2,237
+2% +$162K 1.8% 14
2025
Q1 		$9.28M Buy
134,763
+14,423
+12% +$984K 1.75% 14
2024
Q4 		$7.76M Buy
120,340
+14,730
+14% +$994K 1.45% 14
2024
Q3 		$7.48M Buy
105,610
+10,383
+11% +$704K 1.42% 14
2024
Q2 		$6.25M Buy
95,227
+10,456
+12% +$696K 1.29% 14
2024
Q1 		$5.69M Buy
84,771
+16,214
+24% +$1.04M 1.17% 14
2023
Q4 		$4.36M Buy
68,557
+17,868
+35% +$1.07M 0.97% 15
2023
Q3 		$2.95M Buy
50,689
+10,799
+27% +$654K 0.81% 19
2023
Q2 		$2.44M Buy
+39,890
New +$2.44M 0.68% 17

Other funds holding IDEV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BOK
Bank of Korea Seoul, South Korea $3.89B AUM
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Heritage Investment Group's IDEV Position: Q2 2026 in Review

Heritage Investment Group increased its iShares Core MSCI International Developed Markets ETF (IDEV) stake by 2.6% in Q2 2026, buying an estimated $362K and bringing the position to 162,064 shares worth $14.4M. The position accounts for 1.94% of the portfolio, ranked #14.

Heritage Investment Group first reported a position in IDEV in Q2 2023 and has held it in 13 quarters since. 744 funds tracked by Wall St. Rank hold IDEV as of Q2 2026.

  • Heritage Investment Group held 162,064 shares of iShares Core MSCI International Developed Markets ETF worth $14.4M as of Q2 2026.
  • Heritage Investment Group bought 4,085 iShares Core MSCI International Developed Markets ETF shares in Q2 2026, an estimated $362K.
  • iShares Core MSCI International Developed Markets ETF made up 1.94% of Heritage Investment Group's portfolio in Q2 2026, its #14 holding.
  • Heritage Investment Group first reported a position in iShares Core MSCI International Developed Markets ETF in Q2 2023 and has held it in 13 quarters since.
  • 744 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q2 2026.

Based on Heritage Investment Group's 13F filing for Q2 2026, filed 29 Jul 2026.