LifePlan Investment Advisors’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

LifePlan Investment Advisors’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 Q1	$1.55M	Sell	18,494 -1,821	-9%	-$157K	0.61%	50
2025 Q4	$1.68M	Sell	20,315 -10,767	-35%	-$875K	0.68%	47
2025 Q3	$2.49M	Buy	31,082 +12,944	+71%	+$1.01M	1.05%	38
2025 Q2	$1.38M	Sell	18,138 -1,716	-9%	-$124K	0.68%	45
2025 Q1	$1.37M	Sell	19,854 -3,041	-13%	-$207K	0.79%	37
2024 Q4	$1.48M	Buy	22,895 +170	+0.7%	+$11.5K	0.91%	35
2024 Q3	$1.61M	Sell	22,725 -344	-1%	-$23.3K	1.03%	29
2024 Q2	$1.51M	Buy	23,069 +1,367	+6%	+$90.9K	1.09%	29
2024 Q1	$1.46M	Buy	21,702 +237	+1%	+$15.3K	1.16%	28
2023 Q4	$1.37M	Buy	21,465 +3,802	+22%	+$227K	1.25%	25
2023 Q3	$1.03M	Sell	17,663 -152	-0.9%	-$9.21K	1.09%	27
2023 Q2	$1.09M	Buy	+17,815	New	+$1.09M	1.22%	24

Other funds holding IDEV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

BOK

Bank of Korea Seoul, South Korea $4.13B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LifePlan Investment Advisors's IDEV Position: Q1 2026 in Review

LifePlan Investment Advisors reduced its iShares Core MSCI International Developed Markets ETF (IDEV) stake by 9% in Q1 2026, selling an estimated $157K and leaving 18,494 shares worth $1.55M. The position accounts for 0.61% of the portfolio, ranked #50.

LifePlan Investment Advisors first reported a position in IDEV in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.49M in Q3 2025. 706 funds tracked by Wall St. Rank hold IDEV as of Q1 2026.

LifePlan Investment Advisors held 18,494 shares of iShares Core MSCI International Developed Markets ETF worth $1.55M as of Q1 2026.
LifePlan Investment Advisors sold 1,821 iShares Core MSCI International Developed Markets ETF shares in Q1 2026, an estimated $157K.
iShares Core MSCI International Developed Markets ETF made up 0.61% of LifePlan Investment Advisors's portfolio in Q1 2026, its #50 holding.
LifePlan Investment Advisors first reported a position in iShares Core MSCI International Developed Markets ETF in Q2 2023 and has held it in 12 quarters since.
LifePlan Investment Advisors's iShares Core MSCI International Developed Markets ETF position peaked at $2.49M in Q3 2025.
706 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q1 2026.

Based on LifePlan Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.