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Oak Root LLC’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

Oak Root LLC’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 		$15.2M Sell
171,318
-50,198
-23% -$4.45M 1.68% 8
2026
Q1 		$18.5M Buy
221,516
+44,328
+25% +$3.81M 2.26% 8
2025
Q4 		$14.6M Sell
177,188
-18,388
-9% -$1.49M 1.77% 8
2025
Q3 		$15.7M Sell
195,576
-3,575
-2% -$278K 1.82% 9
2025
Q2 		$15.1M Buy
199,151
+18,939
+11% +$1.37M 1.88% 8
2025
Q1 		$12.4M Sell
180,212
-99,595
-36% -$6.79M 1.66% 9
2024
Q4 		$18M Sell
279,807
-30,089
-10% -$2.03M 2.35% 6
2024
Q3 		$21.9M Buy
309,896
+11,829
+4% +$802K 2.77% 6
2024
Q2 		$19.6M Buy
298,067
+36,588
+14% +$2.43M 2.61% 6
2024
Q1 		$17.6M Buy
261,479
+27,457
+12% +$1.77M 2.35% 6
2023
Q4 		$14.9M Buy
+234,022
New +$14M 2.25% 6

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

Oak Root LLC's IDEV Position: Q2 2026 in Review

Oak Root LLC reduced its iShares Core MSCI International Developed Markets ETF (IDEV) stake by 23% in Q2 2026, selling an estimated $4.45M and leaving 171,318 shares worth $15.2M. The position accounts for 1.68% of the portfolio, ranked #8.

Oak Root LLC first reported a position in IDEV in Q4 2023 and has held it in 11 quarters since. The position peaked at $21.9M in Q3 2024. 149 funds tracked by Wall St. Rank hold IDEV as of Q2 2026.

  • Oak Root LLC held 171,318 shares of iShares Core MSCI International Developed Markets ETF worth $15.2M as of Q2 2026.
  • Oak Root LLC sold 50,198 iShares Core MSCI International Developed Markets ETF shares in Q2 2026, an estimated $4.45M.
  • iShares Core MSCI International Developed Markets ETF made up 1.68% of Oak Root LLC's portfolio in Q2 2026, its #8 holding.
  • Oak Root LLC first reported a position in iShares Core MSCI International Developed Markets ETF in Q4 2023 and has held it in 11 quarters since.
  • Oak Root LLC's iShares Core MSCI International Developed Markets ETF position peaked at $21.9M in Q3 2024.
  • 149 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q2 2026.

Based on Oak Root LLC's 13F filing for Q2 2026, filed 13 Jul 2026.