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

National Wealth Management Group’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 		$10.4M Buy
116,723
+37,000
+46% +$3.28M 3.21% 4
2026
Q1 		$6.66M Buy
79,723
+30,630
+62% +$2.64M 2.48% 8
2025
Q4 		$4.05M Buy
49,093
+5,190
+12% +$422K 1.4% 19
2025
Q3 		$3.52M Buy
43,903
+4,626
+12% +$360K 1.33% 19
2025
Q2 		$2.99M Buy
39,277
+515
+1% +$37.2K 1.67% 14
2025
Q1 		$2.67M Buy
38,762
+2,586
+7% +$176K 1.76% 14
2024
Q4 		$2.33M Buy
36,176
+799
+2% +$53.9K 1.55% 18
2024
Q3 		$2.51M Buy
35,377
+3,390
+11% +$230K 1.7% 14
2024
Q2 		$2.1M Buy
31,987
+6,398
+25% +$426K 1.6% 19
2024
Q1 		$1.72M Buy
25,589
+2,500
+11% +$161K 1.34% 22
2023
Q4 		$1.47M Buy
23,089
+3,194
+16% +$190K 1.42% 21
2023
Q3 		$1.16M Buy
19,895
+290
+1% +$17.6K 1.26% 25
2023
Q2 		$1.2M Buy
19,605
+400
+2% +$24.5K 1.25% 25
2023
Q1 		$1.19M Buy
19,205
+14,352
+296% +$853K 1.36% 19
2022
Q4 		$272K Buy
+4,853
New +$261K 0.33% 99

Other funds holding IDEV

BOF
Bank of Finland Helsinki, Finland $1.54B AUM 15.84% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $759M AUM 24.25% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $372M AUM 21.43% 1-Year Est. Return
AWM
AAF Wealth Management Westborough, Massachusetts $271M AUM 24.26% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
CSIA
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $615M AUM 21.19% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

National Wealth Management Group's IDEV Position: Q2 2026 in Review

National Wealth Management Group increased its iShares Core MSCI International Developed Markets ETF (IDEV) stake by 46% in Q2 2026, buying an estimated $3.28M and bringing the position to 116,723 shares worth $10.4M. The position accounts for 3.21% of the portfolio, ranked #4.

National Wealth Management Group first reported a position in IDEV in Q4 2022 and has held it in 15 quarters since. 195 funds tracked by Wall St. Rank hold IDEV as of Q2 2026.

  • National Wealth Management Group held 116,723 shares of iShares Core MSCI International Developed Markets ETF worth $10.4M as of Q2 2026.
  • National Wealth Management Group bought 37,000 iShares Core MSCI International Developed Markets ETF shares in Q2 2026, an estimated $3.28M.
  • iShares Core MSCI International Developed Markets ETF made up 3.21% of National Wealth Management Group's portfolio in Q2 2026, its #4 holding.
  • National Wealth Management Group first reported a position in iShares Core MSCI International Developed Markets ETF in Q4 2022 and has held it in 15 quarters since.
  • 195 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.