Holistic Planning’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

Holistic 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 Q2	$325K	Buy	+3,653	New	+$324K	0.05%	267

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

Holistic Planning's IDEV Position: Q2 2026 in Review

Holistic Planning opened a new position in iShares Core MSCI International Developed Markets ETF (IDEV) in Q2 2026: 3,653 shares worth $325K. The stake represents 0.05% of the portfolio and ranks #267 among its holdings.

738 funds tracked by Wall St. Rank hold IDEV as of Q2 2026.

Holistic Planning held 3,653 shares of iShares Core MSCI International Developed Markets ETF worth $325K as of Q2 2026.
iShares Core MSCI International Developed Markets ETF was a new Holistic Planning position in Q2 2026.
iShares Core MSCI International Developed Markets ETF made up 0.05% of Holistic Planning's portfolio in Q2 2026, its #267 holding.
738 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.