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

Lakeridge 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	$3.49M	Buy	39,228 +1,858	+5%	+$165K	1.28%	18
2026 Q1	$3.12M	Buy	37,370 +3,937	+12%	+$339K	1.34%	19
2025 Q4	$2.76M	Buy	33,433 +2,035	+6%	+$165K	1.25%	21
2025 Q3	$2.52M	Buy	31,398 +138	+0.4%	+$10.7K	1.12%	23
2025 Q2	$2.38M	Buy	31,260 +759	+2%	+$54.9K	1.09%	22
2025 Q1	$2.1M	Buy	30,501 +1,233	+4%	+$84.1K	1.05%	20
2024 Q4	$1.89M	Buy	29,268 +1,049	+4%	+$70.8K	0.97%	20
2024 Q3	$2M	Sell	28,219 -76,726	-73%	-$5.2M	1.1%	19
2024 Q2	$6.89M	Buy	104,945 +3,456	+3%	+$230K	4.14%	5
2024 Q1	$6.81M	Buy	101,489 +743	+0.7%	+$47.8K	4.42%	5
2023 Q4	$6.41M	Buy	+100,746	New	+$6.01M	4.64%	5

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

Lakeridge Wealth Management's IDEV Position: Q2 2026 in Review

Lakeridge Wealth Management increased its iShares Core MSCI International Developed Markets ETF (IDEV) stake by 5% in Q2 2026, buying an estimated $165K and bringing the position to 39,228 shares worth $3.49M. The position accounts for 1.28% of the portfolio, ranked #18.

Lakeridge Wealth Management first reported a position in IDEV in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.89M in Q2 2024. 738 funds tracked by Wall St. Rank hold IDEV as of Q2 2026.

Lakeridge Wealth Management held 39,228 shares of iShares Core MSCI International Developed Markets ETF worth $3.49M as of Q2 2026.
Lakeridge Wealth Management bought 1,858 iShares Core MSCI International Developed Markets ETF shares in Q2 2026, an estimated $165K.
iShares Core MSCI International Developed Markets ETF made up 1.28% of Lakeridge Wealth Management's portfolio in Q2 2026, its #18 holding.
Lakeridge Wealth Management first reported a position in iShares Core MSCI International Developed Markets ETF in Q4 2023 and has held it in 11 quarters since.
Lakeridge Wealth Management's iShares Core MSCI International Developed Markets ETF position peaked at $6.89M in Q2 2024.
738 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.