Montgomery Financial Services’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

Montgomery Financial Services’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	$381K	Buy	+4,276	New	+$379K	0.33%	24

Other funds holding IDEV

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 22.96% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Montgomery Financial Services's IDEV Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in iShares Core MSCI International Developed Markets ETF (IDEV) in Q2 2026: 4,276 shares worth $381K. The stake represents 0.33% of the portfolio and ranks #24 among its holdings.

713 funds tracked by Wall St. Rank hold IDEV as of Q2 2026.

Montgomery Financial Services held 4,276 shares of iShares Core MSCI International Developed Markets ETF worth $381K as of Q2 2026.
iShares Core MSCI International Developed Markets ETF was a new Montgomery Financial Services position in Q2 2026.
iShares Core MSCI International Developed Markets ETF made up 0.33% of Montgomery Financial Services's portfolio in Q2 2026, its #24 holding.
713 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.