IFG
IDEV icon

Independent Financial Group’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

Independent Financial 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 		$410K Sell
4,602
-5,084
-52% -$451K 0.01% 1074
2026
Q1 		$809K Buy
9,686
+4,534
+88% +$390K 0.02% 703
2025
Q4 		$425K Buy
+5,152
New +$419K 0.01% 972

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

Independent Financial Group's IDEV Position: Q2 2026 in Review

Independent Financial Group reduced its iShares Core MSCI International Developed Markets ETF (IDEV) stake by 52% in Q2 2026, selling an estimated $451K and leaving 4,602 shares worth $410K. The position accounts for 0.01% of the portfolio, ranked #1074.

Independent Financial Group first reported a position in IDEV in Q4 2025 and has held it in 3 quarters since. The position peaked at $809K in Q1 2026. 738 funds tracked by Wall St. Rank hold IDEV as of Q2 2026.

  • Independent Financial Group held 4,602 shares of iShares Core MSCI International Developed Markets ETF worth $410K as of Q2 2026.
  • Independent Financial Group sold 5,084 iShares Core MSCI International Developed Markets ETF shares in Q2 2026, an estimated $451K.
  • iShares Core MSCI International Developed Markets ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1074 holding.
  • Independent Financial Group first reported a position in iShares Core MSCI International Developed Markets ETF in Q4 2025 and has held it in 3 quarters since.
  • Independent Financial Group's iShares Core MSCI International Developed Markets ETF position peaked at $809K in Q1 2026.
  • 738 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.