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Mount Yale Investment Advisors’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

Mount Yale Investment 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
2026
Q1 		$8.49M Buy
+101,566
New +$8.74M 0.2% 114

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 $424B AUM 22.96% 1-Year Est. Return

Mount Yale Investment Advisors's IDEV Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in iShares Core MSCI International Developed Markets ETF (IDEV) in Q1 2026: 101,566 shares worth $8.49M. The stake represents 0.2% of the portfolio and ranks #114 among its holdings.

706 funds tracked by Wall St. Rank hold IDEV as of Q1 2026.

  • Mount Yale Investment Advisors held 101,566 shares of iShares Core MSCI International Developed Markets ETF worth $8.49M as of Q1 2026.
  • iShares Core MSCI International Developed Markets ETF was a new Mount Yale Investment Advisors position in Q1 2026.
  • iShares Core MSCI International Developed Markets ETF made up 0.2% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #114 holding.
  • 706 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.