Lloyd Advisory Services’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

Lloyd Advisory Services’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	$1.1M	Sell	12,312 -4,386	-26%	-$389K	0.42%	38
2026 Q1	$1.4M	Buy	16,698 +2,689	+19%	+$231K	0.4%	26
2025 Q4	$1.16M	Sell	14,009 -616	-4%	-$50.1K	0.45%	36
2025 Q3	$1.17M	Sell	14,625 -639	-4%	-$49.7K	0.55%	33
2025 Q2	$1.16M	Sell	15,264 -372	-2%	-$26.9K	0.56%	38
2025 Q1	$1.08M	Sell	15,636 -530	-3%	-$36.1K	0.54%	37
2024 Q4	$1.04M	Sell	16,166 -391	-2%	-$26.4K	0.49%	41
2024 Q3	$1.17M	Sell	16,557 -436	-3%	-$29.6K	0.57%	39
2024 Q2	$1.12M	Buy	+16,993	New	+$1.13M	0.53%	39
2024 Q1	–	Sell	-17,177	Closed	-$1.09M	–	145
2023 Q4	$1.09M	Buy	+17,177	New	+$1.02M	0.52%	41
2022 Q4	$838K	Buy	+14,964	New	+$804K	0.58%	32

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

Lloyd Advisory Services's IDEV Position: Q2 2026 in Review

Lloyd Advisory Services reduced its iShares Core MSCI International Developed Markets ETF (IDEV) stake by 26% in Q2 2026, selling an estimated $389K and leaving 12,312 shares worth $1.1M. The position accounts for 0.42% of the portfolio, ranked #38.

Lloyd Advisory Services first reported a position in IDEV in Q4 2022 and has held it in 11 quarters since. The position peaked at $1.4M in Q1 2026. 740 funds tracked by Wall St. Rank hold IDEV as of Q2 2026.

Lloyd Advisory Services held 12,312 shares of iShares Core MSCI International Developed Markets ETF worth $1.1M as of Q2 2026.
Lloyd Advisory Services sold 4,386 iShares Core MSCI International Developed Markets ETF shares in Q2 2026, an estimated $389K.
iShares Core MSCI International Developed Markets ETF made up 0.42% of Lloyd Advisory Services's portfolio in Q2 2026, its #38 holding.
Lloyd Advisory Services first reported a position in iShares Core MSCI International Developed Markets ETF in Q4 2022 and has held it in 11 quarters since.
Lloyd Advisory Services's iShares Core MSCI International Developed Markets ETF position peaked at $1.4M in Q1 2026.
740 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.