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Obermeyer Wealth Partners’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

Obermeyer Wealth Partners’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
2025
Q3 		– Sell
-2,871
Closed -$218K – 299
2025
Q2 		$218K Buy
+2,871
New +$208K 0.01% 262

Other funds holding IDEV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BOF
Bank of Finland Helsinki, Finland $1.38B AUM 11.75% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Obermeyer Wealth Partners's IDEV Position: Q3 2025 in Review

Obermeyer Wealth Partners sold out of iShares Core MSCI International Developed Markets ETF (IDEV) in Q3 2025, closing a stake of 2,871 shares — an estimated $218K sold.

Obermeyer Wealth Partners first reported a position in IDEV in Q2 2025 and held it in 1 quarter. The position peaked at $218K in Q2 2025. 577 funds tracked by Wall St. Rank hold IDEV as of Q3 2025.

  • Obermeyer Wealth Partners reported no remaining iShares Core MSCI International Developed Markets ETF position as of Q3 2025 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 2,871 iShares Core MSCI International Developed Markets ETF shares in Q3 2025, an estimated $218K.
  • Obermeyer Wealth Partners first reported a position in iShares Core MSCI International Developed Markets ETF in Q2 2025 and held it in 1 quarter.
  • Obermeyer Wealth Partners's iShares Core MSCI International Developed Markets ETF position peaked at $218K in Q2 2025.
  • 577 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q3 2025.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2025, filed 27 Oct 2025.