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

Litman Gregory 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
2025
Q4 		$98.6M Sell
1,195,549
-18,539
-2% -$1.51M 7.21% 4
2025
Q3 		$97.3M Buy
1,214,088
+26,366
+2% +$2.05M 7.23% 4
2025
Q2 		$90.3M Buy
1,187,722
+36,943
+3% +$2.67M 7.1% 4
2025
Q1 		$79.3M Sell
1,150,779
-3,046
-0.3% -$208K 6.8% 4
2024
Q4 		$74.4M Buy
1,153,825
+105,418
+10% +$7.11M 6.45% 4
2024
Q3 		$74.3M Buy
1,048,407
+66,925
+7% +$4.54M 6.21% 4
2024
Q2 		$64.4M Buy
981,482
+94,221
+11% +$6.27M 5.72% 4
2024
Q1 		$59.6M Buy
887,261
+64,730
+8% +$4.17M 5.4% 5
2023
Q4 		$52.4M Buy
822,531
+105,632
+15% +$6.3M 4.97% 7
2023
Q3 		$41.8M Buy
716,899
+49,702
+7% +$3.01M 4.31% 9
2023
Q2 		$40.8M Buy
+667,197
New +$40.9M 5.09% 9
2023
Q1 		– Sell
-539,112
Closed -$30.2M – 62
2022
Q4 		$30.2M Buy
539,112
+79,014
+17% +$4.25M 4.22% 9
2022
Q3 		$22.2M Buy
460,098
+216,219
+89% +$11.6M 3.55% 10
2022
Q2 		$13.1M Buy
243,879
+43,074
+21% +$2.53M 1.93% 12
2022
Q1 		$12.8M Buy
200,805
+173,040
+623% +$11.1M 1.87% 11
2021
Q4 		$1.88M Buy
+27,765
New +$1.89M 0.32% 35

Other funds holding IDEV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BOK
Bank of Korea Seoul, South Korea $4.13B AUM
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Litman Gregory Wealth Management's IDEV Position: Q4 2025 in Review

Litman Gregory Wealth Management reduced its iShares Core MSCI International Developed Markets ETF (IDEV) stake by 1.5% in Q4 2025, selling an estimated $1.51M and leaving 1,195,549 shares worth $98.6M. The position accounts for 7.21% of the portfolio, ranked #4.

Litman Gregory Wealth Management first reported a position in IDEV in Q4 2021 and has held it in 16 quarters since. 646 funds tracked by Wall St. Rank hold IDEV as of Q4 2025.

  • Litman Gregory Wealth Management held 1,195,549 shares of iShares Core MSCI International Developed Markets ETF worth $98.6M as of Q4 2025.
  • Litman Gregory Wealth Management sold 18,539 iShares Core MSCI International Developed Markets ETF shares in Q4 2025, an estimated $1.51M.
  • iShares Core MSCI International Developed Markets ETF made up 7.21% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #4 holding.
  • Litman Gregory Wealth Management first reported a position in iShares Core MSCI International Developed Markets ETF in Q4 2021 and has held it in 16 quarters since.
  • 646 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.