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Legacy Private Trust’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

Legacy Private Trust’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 		$9.86M Hold
110,211
– – 0.54% 36
2026
Q2 		$9.81M Sell
110,211
-2,350
-2% -$208K 0.54% 39
2026
Q1 		$9.41M Sell
112,561
-5,140
-4% -$442K 0.58% 34
2025
Q4 		$9.71M Sell
117,701
-2,320
-2% -$189K 0.57% 32
2025
Q3 		$9.62M Sell
120,021
-5,328
-4% -$414K 0.57% 35
2025
Q2 		$9.53M Buy
125,349
+17,405
+16% +$1.26M 0.62% 35
2025
Q1 		$7.44M Buy
107,944
+1,458
+1% +$99.4K 0.51% 41
2024
Q4 		$6.87M Sell
106,486
-1,256
-1% -$84.8K 0.45% 48
2024
Q3 		$7.63M Sell
107,742
-1,617
-1% -$110K 0.51% 43
2024
Q2 		$7.18M Sell
109,359
-3,898
-3% -$259K 0.51% 45
2024
Q1 		$7.6M Buy
113,257
+2,478
+2% +$160K 0.56% 41
2023
Q4 		$7.05M Sell
110,779
-4,813
-4% -$287K 0.56% 43
2023
Q3 		$6.74M Sell
115,592
-3,536
-3% -$214K 0.58% 43
2023
Q2 		$7.28M Buy
119,128
+3,832
+3% +$235K 0.6% 42
2023
Q1 		$6.97M Buy
115,296
+848
+0.7% +$50.4K 0.59% 40
2022
Q4 		$6.41M Buy
114,448
+8,890
+8% +$478K 0.58% 50
2022
Q3 		$5.1M Buy
105,558
+14,178
+16% +$763K 0.48% 58
2022
Q2 		$4.91M Sell
91,380
-2,880
-3% -$169K 0.44% 64
2022
Q1 		$6M Buy
94,260
+1,961
+2% +$126K 0.47% 61
2021
Q4 		$6.24M Buy
92,299
+15
+0% +$1.02K 0.47% 61
2021
Q3 		$6.17M Sell
92,284
-2,419
-3% -$165K 0.5% 54
2021
Q2 		$6.39M Sell
94,703
-3,440
-4% -$233K 0.54% 49
2021
Q1 		$6.34M Buy
98,143
+26
+0% +$1.66K 0.57% 47
2020
Q4 		$6.05M Sell
98,117
-10,968
-10% -$634K 0.57% 49
2020
Q3 		$5.89M Buy
109,085
+4,711
+5% +$254K 0.61% 48
2020
Q2 		$5.33M Sell
104,374
-21,606
-17% -$1.05M 0.59% 50
2020
Q1 		$5.58M Buy
125,980
+73,200
+139% +$3.89M 0.72% 37
2019
Q4 		$3.07M Sell
52,780
-1,755
-3% -$99.4K 0.32% 81
2019
Q3 		$2.98M Sell
54,535
-1,851
-3% -$100K 0.33% 76
2019
Q2 		$3.09M Sell
56,386
-13,901
-20% -$759K 0.35% 78
2019
Q1 		$3.81M Sell
70,287
-203,744
-74% -$10.7M 0.45% 64
2018
Q4 		$13.4M Buy
+274,031
New +$14.3M 1.73% 15

Other funds holding IDEV

BOF
Bank of Finland Helsinki, Finland $1.38B AUM 11.75% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return
CSIA
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return
ORL
Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return
GRWP
Green Ridge Wealth Planning Montville, New Jersey $249M AUM 26.89% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Legacy Private Trust's IDEV Position: Q3 2026 in Review

Legacy Private Trust held its iShares Core MSCI International Developed Markets ETF (IDEV) position steady in Q3 2026 at 110,211 shares worth $9.86M. The position accounts for 0.54% of the portfolio, ranked #36.

Legacy Private Trust first reported a position in IDEV in Q4 2018 and has held it in 32 quarters since. The position peaked at $13.4M in Q4 2018. 41 funds tracked by Wall St. Rank hold IDEV as of Q3 2026.

  • Legacy Private Trust held 110,211 shares of iShares Core MSCI International Developed Markets ETF worth $9.86M as of Q3 2026.
  • Legacy Private Trust left its iShares Core MSCI International Developed Markets ETF share count unchanged in Q3 2026.
  • iShares Core MSCI International Developed Markets ETF made up 0.54% of Legacy Private Trust's portfolio in Q3 2026, its #36 holding.
  • Legacy Private Trust first reported a position in iShares Core MSCI International Developed Markets ETF in Q4 2018 and has held it in 32 quarters since.
  • Legacy Private Trust's iShares Core MSCI International Developed Markets ETF position peaked at $13.4M in Q4 2018.
  • 41 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q3 2026.

Based on Legacy Private Trust's 13F filing for Q3 2026, filed 6 Oct 2026.