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Marshall & Sterling Wealth Advisors’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

Marshall & Sterling Wealth 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
2025
Q2 		– Sell
-34
Closed -$2.34K – 656
2025
Q1 		$2.34K Buy
+34
New +$2.32K ﹤0.01% 532

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

Marshall & Sterling Wealth Advisors's IDEV Position: Q2 2025 in Review

Marshall & Sterling Wealth Advisors sold out of iShares Core MSCI International Developed Markets ETF (IDEV) in Q2 2025, closing a stake of 34 shares — an estimated $2.34K sold.

Marshall & Sterling Wealth Advisors first reported a position in IDEV in Q1 2025 and held it in 1 quarter. The position peaked at $2.34K in Q1 2025. 563 funds tracked by Wall St. Rank hold IDEV as of Q2 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining iShares Core MSCI International Developed Markets ETF position as of Q2 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 34 iShares Core MSCI International Developed Markets ETF shares in Q2 2025, an estimated $2.34K.
  • Marshall & Sterling Wealth Advisors first reported a position in iShares Core MSCI International Developed Markets ETF in Q1 2025 and held it in 1 quarter.
  • Marshall & Sterling Wealth Advisors's iShares Core MSCI International Developed Markets ETF position peaked at $2.34K in Q1 2025.
  • 563 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q2 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.