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Oxford Financial Group’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

Oxford Financial 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
Q1 		$1.25M Buy
+15,000
New +$1.29M 0.07% 81
2025
Q4 		– Sell
-2,302
Closed -$185K – 297
2025
Q3 		$185K Buy
+2,302
New +$179K 0.01% 222

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

Oxford Financial Group's IDEV Position: Q1 2026 in Review

Oxford Financial Group opened a new position in iShares Core MSCI International Developed Markets ETF (IDEV) in Q1 2026: 15,000 shares worth $1.25M. The stake represents 0.07% of the portfolio and ranks #81 among its holdings. This is a return to the name: Oxford Financial Group previously reported a position in IDEV as recently as Q3 2025.

Oxford Financial Group first reported a position in IDEV in Q3 2025 and has held it in 2 quarters since. 706 funds tracked by Wall St. Rank hold IDEV as of Q1 2026.

  • Oxford Financial Group held 15,000 shares of iShares Core MSCI International Developed Markets ETF worth $1.25M as of Q1 2026.
  • iShares Core MSCI International Developed Markets ETF was a new Oxford Financial Group position in Q1 2026.
  • iShares Core MSCI International Developed Markets ETF made up 0.07% of Oxford Financial Group's portfolio in Q1 2026, its #81 holding.
  • Oxford Financial Group first reported a position in iShares Core MSCI International Developed Markets ETF in Q3 2025 and has held it in 2 quarters since.
  • 706 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.