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Lord & Richards Wealth Management’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

Lord & Richards 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
Q2 		– Sell
-37
Closed -$2.55K – 96
2025
Q1 		$2.55K Buy
+37
New +$2.52K ﹤0.01% 142

Other funds holding IDEV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BOF
Bank of Finland Helsinki, Finland $1.38B AUM 11.75% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Lord & Richards Wealth Management's IDEV Position: Q2 2025 in Review

Lord & Richards Wealth Management sold out of iShares Core MSCI International Developed Markets ETF (IDEV) in Q2 2025, closing a stake of 37 shares — an estimated $2.55K sold.

Lord & Richards Wealth Management first reported a position in IDEV in Q1 2025 and held it in 1 quarter. The position peaked at $2.55K in Q1 2025. 563 funds tracked by Wall St. Rank hold IDEV as of Q2 2025.

  • Lord & Richards Wealth Management reported no remaining iShares Core MSCI International Developed Markets ETF position as of Q2 2025 after selling out during the quarter.
  • Lord & Richards Wealth Management sold 37 iShares Core MSCI International Developed Markets ETF shares in Q2 2025, an estimated $2.55K.
  • Lord & Richards Wealth Management first reported a position in iShares Core MSCI International Developed Markets ETF in Q1 2025 and held it in 1 quarter.
  • Lord & Richards Wealth Management's iShares Core MSCI International Developed Markets ETF position peaked at $2.55K in Q1 2025.
  • 563 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q2 2025.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.