HHM Wealth Advisors’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

HHM Wealth Advisors’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	$226K	Buy	2,534 +1,594	+170%	+$141K	0.02%	199
2026 Q1	$78.6K	Buy	940 +155	+20%	+$13.3K	0.01%	308
2025 Q4	$64.7K	Hold	785	–	–	0.01%	325
2025 Q3	$62.9K	Hold	785	–	–	0.01%	340
2025 Q2	$59.7K	Hold	785	–	–	0.01%	348
2025 Q1	$54.1K	Hold	785	–	–	0.01%	347
2024 Q4	$50.6K	Hold	785	–	–	0.01%	348
2024 Q3	$55.6K	Sell	785 -28	-3%	-$1.9K	0.01%	325
2024 Q2	$53.4K	Buy	813 +28	+4%	+$1.86K	0.01%	332
2024 Q1	$52.7K	Hold	785	–	–	0.01%	287
2023 Q4	$50K	Hold	785	–	–	0.01%	289
2023 Q3	$45.8K	Hold	785	–	–	0.01%	284
2023 Q2	$48K	Hold	785	–	–	0.01%	289
2023 Q1	$47.5K	Sell	785 -800	-50%	-$47.5K	0.01%	284
2022 Q4	$88.7K	Buy	+1,585	New	+$85.2K	0.02%	184
2021 Q4	–	Sell	-538	Closed	-$36K	–	679
2021 Q3	$36K	Sell	538 -343	-39%	-$23.5K	0.01%	337
2021 Q2	$59K	Buy	881 +95	+12%	+$6.44K	0.02%	276
2021 Q1	$51K	Hold	786	–	–	0.02%	272
2020 Q4	$48K	Buy	786 +8	+1%	+$463	0.02%	264
2020 Q3	$42K	Hold	778	–	–	0.02%	243
2020 Q2	$40K	Buy	778 +9	+1%	+$436	0.02%	246
2020 Q1	$34K	Buy	+769	New	+$40.9K	0.02%	240

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 22.9% 1-Year Est. Return

HHM Wealth Advisors's IDEV Position: Q2 2026 in Review

HHM Wealth Advisors increased its iShares Core MSCI International Developed Markets ETF (IDEV) stake by 170% in Q2 2026, buying an estimated $141K and bringing the position to 2,534 shares worth $226K. The position accounts for 0.02% of the portfolio, ranked #199.

HHM Wealth Advisors first reported a position in IDEV in Q1 2020 and has held it in 22 quarters since. 744 funds tracked by Wall St. Rank hold IDEV as of Q2 2026.

HHM Wealth Advisors held 2,534 shares of iShares Core MSCI International Developed Markets ETF worth $226K as of Q2 2026.
HHM Wealth Advisors bought 1,594 iShares Core MSCI International Developed Markets ETF shares in Q2 2026, an estimated $141K.
iShares Core MSCI International Developed Markets ETF made up 0.02% of HHM Wealth Advisors's portfolio in Q2 2026, its #199 holding.
HHM Wealth Advisors first reported a position in iShares Core MSCI International Developed Markets ETF in Q1 2020 and has held it in 22 quarters since.
744 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.