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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
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 $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BOK
Bank of Korea Seoul, South Korea $4.13B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Modern Wealth Management's IDEV Position: Q1 2026 in Review

Modern Wealth Management reduced its iShares Core MSCI International Developed Markets ETF (IDEV) stake by 2.7% in Q1 2026, selling an estimated $564K and leaving 236,624 shares worth $20.1M. The position accounts for 0.34% of the portfolio, ranked #76.

Modern Wealth Management first reported a position in IDEV in Q4 2023 and has held it in 10 quarters since. 706 funds tracked by Wall St. Rank hold IDEV as of Q1 2026.

  • Modern Wealth Management held 236,624 shares of iShares Core MSCI International Developed Markets ETF worth $20.1M as of Q1 2026.
  • Modern Wealth Management sold 6,561 iShares Core MSCI International Developed Markets ETF shares in Q1 2026, an estimated $564K.
  • iShares Core MSCI International Developed Markets ETF made up 0.34% of Modern Wealth Management's portfolio in Q1 2026, its #76 holding.
  • Modern Wealth Management first reported a position in iShares Core MSCI International Developed Markets ETF in Q4 2023 and has held it in 10 quarters since.
  • 706 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.