JGP Wealth Management
IDEV icon

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

JGP 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
Q3 		$12.6M Buy
140,783
+17,841
+15% +$1.63M 1.11% 20
2026
Q2 		$10.9M Buy
122,942
+7,629
+7% +$676K 0.98% 26
2026
Q1 		$9.6M Buy
115,313
+76,189
+195% +$6.56M 1% 27
2025
Q4 		$3.23M Buy
+39,124
New +$3.18M 0.34% 61

Other funds holding IDEV

Bank of Finland
Bank of Finland Helsinki, Finland $1.38B AUM 11.75% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
TFC Financial Management
TFC Financial Management Boston, Massachusetts $893M AUM 15.25% 1-Year Est. Return
Nixon Peabody Trust
Nixon Peabody Trust Boston, Massachusetts $1.54B AUM 24.76% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Riversedge Advisors
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
Arrow Financial
Arrow Financial Glens Falls, New York $1.1B AUM 15.35% 1-Year Est. Return
Amarillo National Bank
Amarillo National Bank Amarillo, Texas $620M AUM 12.97% 1-Year Est. Return
Financial Planning Navigators
Financial Planning Navigators Maple Grove, Minnesota $274M AUM 13.83% 1-Year Est. Return

JGP Wealth Management's IDEV Position: Q3 2026 in Review

JGP Wealth Management increased its iShares Core MSCI International Developed Markets ETF (IDEV) stake by 15% in Q3 2026, buying an estimated $1.63M and bringing the position to 140,783 shares worth $12.6M. The position accounts for 1.11% of the portfolio, ranked #20.

JGP Wealth Management first reported a position in IDEV in Q4 2025 and has held it in 4 quarters since. 303 funds tracked by Wall St. Rank hold IDEV as of Q3 2026.

  • JGP Wealth Management held 140,783 shares of iShares Core MSCI International Developed Markets ETF worth $12.6M as of Q3 2026.
  • JGP Wealth Management bought 17,841 iShares Core MSCI International Developed Markets ETF shares in Q3 2026, an estimated $1.63M.
  • iShares Core MSCI International Developed Markets ETF made up 1.11% of JGP Wealth Management's portfolio in Q3 2026, its #20 holding.
  • JGP Wealth Management first reported a position in iShares Core MSCI International Developed Markets ETF in Q4 2025 and has held it in 4 quarters since.
  • 303 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q3 2026.

Based on JGP Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.