Institute for Wealth Management’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

Institute for Wealth Management’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	$18.1K	Buy	+203	New	+$18K	﹤0.01%	1164
2022 Q3	–	Sell	-3,754	Closed	-$202K	–	482
2022 Q2	$202K	Sell	3,754 -258	-6%	-$15.2K	0.04%	490
2022 Q1	$255K	Sell	4,012 -540	-12%	-$34.8K	0.04%	461
2021 Q4	$308K	Hold	4,552	–	–	0.05%	373
2021 Q3	$304K	Buy	4,552 +401	+10%	+$27.4K	0.05%	373
2021 Q2	$280K	Buy	+4,151	New	+$281K	0.05%	388

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

Institute for Wealth Management's IDEV Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in iShares Core MSCI International Developed Markets ETF (IDEV) in Q2 2026: 203 shares worth $18.1K. The stake represents ﹤0.01% of the portfolio and ranks #1164 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in IDEV as recently as Q2 2022.

Institute for Wealth Management first reported a position in IDEV in Q2 2021 and has held it in 6 quarters since. The position peaked at $308K in Q4 2021. 744 funds tracked by Wall St. Rank hold IDEV as of Q2 2026.

Institute for Wealth Management held 203 shares of iShares Core MSCI International Developed Markets ETF worth $18.1K as of Q2 2026.
iShares Core MSCI International Developed Markets ETF was a new Institute for Wealth Management position in Q2 2026.
iShares Core MSCI International Developed Markets ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1164 holding.
Institute for Wealth Management first reported a position in iShares Core MSCI International Developed Markets ETF in Q2 2021 and has held it in 6 quarters since.
Institute for Wealth Management's iShares Core MSCI International Developed Markets ETF position peaked at $308K in Q4 2021.
744 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.