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

Modern 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 		$26.6M Buy
298,584
+61,960
+26% +$5.49M 0.32% 77
2026
Q1 		$20.1M Sell
236,624
-6,561
-3% -$564K 0.34% 76
2025
Q4 		$20.1M Buy
243,185
+14,827
+6% +$1.2M 0.37% 72
2025
Q3 		$18.3M Buy
228,358
+25,355
+12% +$1.97M 0.36% 77
2025
Q2 		$15.4M Buy
203,003
+17,212
+9% +$1.24M 0.38% 68
2025
Q1 		$12.2M Buy
185,791
+61,211
+49% +$4.17M 0.39% 61
2024
Q4 		$8.03M Buy
124,580
+24,307
+24% +$1.64M 0.3% 78
2024
Q3 		$7.1M Buy
100,273
+42,388
+73% +$2.88M 0.44% 46
2024
Q2 		$3.8M Buy
57,885
+28,376
+96% +$1.89M 0.28% 52
2024
Q1 		$1.98M Buy
29,509
+20,813
+239% +$1.34M 0.18% 73
2023
Q4 		$554K Buy
+8,696
New +$518K 0.07% 89

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BOK
Bank of Korea Seoul, South Korea $3.89B AUM
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Modern Wealth Management increased its iShares Core MSCI International Developed Markets ETF (IDEV) stake by 26% in Q2 2026, buying an estimated $5.49M and bringing the position to 298,584 shares worth $26.6M. The position accounts for 0.32% of the portfolio, ranked #77.

Modern Wealth Management first reported a position in IDEV in Q4 2023 and has held it in 11 quarters since. 742 funds tracked by Wall St. Rank hold IDEV as of Q2 2026.

  • Modern Wealth Management held 298,584 shares of iShares Core MSCI International Developed Markets ETF worth $26.6M as of Q2 2026.
  • Modern Wealth Management bought 61,960 iShares Core MSCI International Developed Markets ETF shares in Q2 2026, an estimated $5.49M.
  • iShares Core MSCI International Developed Markets ETF made up 0.32% of Modern Wealth Management's portfolio in Q2 2026, its #77 holding.
  • Modern Wealth Management first reported a position in iShares Core MSCI International Developed Markets ETF in Q4 2023 and has held it in 11 quarters since.
  • 742 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.