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

Opes Wealth Management’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	$261K	Hold	3,124	–	–	0.04%	124
2025 Q4	$258K	Hold	3,124	–	–	0.04%	130
2025 Q3	$250K	Sell	3,124 -1	-0%	-$78	0.04%	130
2025 Q2	$238K	Buy	3,125 +1	+0%	+$72	0.04%	134
2025 Q1	$215K	Sell	3,124 -384	-11%	-$26.2K	0.04%	139
2024 Q4	$226K	Hold	3,508	–	–	0.05%	127
2024 Q3	$248K	Hold	3,508	–	–	0.05%	119
2024 Q2	$230K	Sell	3,508 -2,625	-43%	-$175K	0.05%	122
2024 Q1	$412K	Sell	6,133 -170	-3%	-$10.9K	0.1%	92
2023 Q4	$401K	Buy	6,303 +37	+0.6%	+$2.21K	0.1%	91
2023 Q3	$365K	Hold	6,266	–	–	0.1%	94
2023 Q2	$383K	Sell	6,266 -111	-2%	-$6.8K	0.11%	93
2023 Q1	$386K	Sell	6,377 -1,000	-14%	-$59.4K	0.12%	81
2022 Q4	$413K	Sell	7,377 -171	-2%	-$9.19K	0.15%	75
2022 Q3	$365K	Buy	7,548 +203	+3%	+$10.9K	0.15%	68
2022 Q2	$395K	Sell	7,345 -85	-1%	-$5K	0.16%	67
2022 Q1	$473K	Sell	7,430 -323	-4%	-$20.8K	0.15%	68
2021 Q4	$524K	Hold	7,753	–	–	0.16%	66
2021 Q3	$518K	Sell	7,753 -271	-3%	-$18.5K	0.18%	59
2021 Q2	$541K	Sell	8,024 -1,046	-12%	-$70.9K	0.2%	50
2021 Q1	$586K	Hold	9,070	–	–	0.23%	48
2020 Q4	$559K	Sell	9,070 -39	-0.4%	-$2.26K	0.27%	46
2020 Q3	$492K	Sell	9,109 -14,868	-62%	-$803K	0.24%	45
2020 Q2	$1.23M	Buy	+23,977	New	+$1.16M	0.62%	31

Other funds holding IDEV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Opes Wealth Management's IDEV Position: Q1 2026 in Review

Opes Wealth Management held its iShares Core MSCI International Developed Markets ETF (IDEV) position steady in Q1 2026 at 3,124 shares worth $261K. The position accounts for 0.04% of the portfolio, ranked #124.

Opes Wealth Management first reported a position in IDEV in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.23M in Q2 2020. 706 funds tracked by Wall St. Rank hold IDEV as of Q1 2026.

Opes Wealth Management held 3,124 shares of iShares Core MSCI International Developed Markets ETF worth $261K as of Q1 2026.
Opes Wealth Management left its iShares Core MSCI International Developed Markets ETF share count unchanged in Q1 2026.
iShares Core MSCI International Developed Markets ETF made up 0.04% of Opes Wealth Management's portfolio in Q1 2026, its #124 holding.
Opes Wealth Management first reported a position in iShares Core MSCI International Developed Markets ETF in Q2 2020 and has held it in 24 quarters since.
Opes Wealth Management's iShares Core MSCI International Developed Markets ETF position peaked at $1.23M in Q2 2020.
706 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q1 2026.

Based on Opes Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.