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

Modera 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
2026 Q2	$347K	Sell	3,900 -60	-2%	-$5.32K	﹤0.01%	519
2026 Q1	$331K	Sell	3,960 -57	-1%	-$4.9K	﹤0.01%	518
2025 Q4	$331K	Sell	4,017 -40	-1%	-$3.25K	﹤0.01%	527
2025 Q3	$325K	Buy	+4,057	New	+$315K	﹤0.01%	523

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 22.9% 1-Year Est. Return

Modera Wealth Management's IDEV Position: Q2 2026 in Review

Modera Wealth Management reduced its iShares Core MSCI International Developed Markets ETF (IDEV) stake by 1.5% in Q2 2026, selling an estimated $5.32K and leaving 3,900 shares worth $347K. The position accounts for ﹤0.01% of the portfolio, ranked #519.

Modera Wealth Management first reported a position in IDEV in Q3 2025 and has held it in 4 quarters since. 744 funds tracked by Wall St. Rank hold IDEV as of Q2 2026.

Modera Wealth Management held 3,900 shares of iShares Core MSCI International Developed Markets ETF worth $347K as of Q2 2026.
Modera Wealth Management sold 60 iShares Core MSCI International Developed Markets ETF shares in Q2 2026, an estimated $5.32K.
iShares Core MSCI International Developed Markets ETF made up ﹤0.01% of Modera Wealth Management's portfolio in Q2 2026, its #519 holding.
Modera Wealth Management first reported a position in iShares Core MSCI International Developed Markets ETF in Q3 2025 and has held it in 4 quarters since.
744 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.