Perigon Wealth Management
IDEV icon

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

Perigon 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
Q3 		$8.16M Buy
91,241
+1,889
+2% +$172K 0.13% 148
2026
Q2 		$7.95M Sell
89,352
-1,206
-1% -$107K 0.13% 159
2026
Q1 		$7.57M Sell
90,558
-6,464
-7% -$556K 0.14% 149
2025
Q4 		$8M Buy
97,022
+697
+0.7% +$56.6K 0.14% 136
2025
Q3 		$7.72M Buy
96,325
+1,066
+1% +$82.8K 0.16% 129
2025
Q2 		$7.24M Sell
95,259
-2,050
-2% -$148K 0.17% 127
2025
Q1 		$6.7M Buy
97,309
+1,120
+1% +$76.4K 0.17% 126
2024
Q4 		$6.26M Buy
96,189
+14,463
+18% +$976K 0.15% 133
2024
Q3 		$5.79M Buy
81,726
+5,423
+7% +$368K 0.15% 139
2024
Q2 		$5.01M Buy
76,303
+5,511
+8% +$367K 0.15% 140
2024
Q1 		$4.75M Buy
70,792
+6,963
+11% +$448K 0.14% 147
2023
Q4 		$4.06M Buy
63,829
+11,953
+23% +$713K 0.13% 151
2023
Q3 		$3.02M Buy
51,876
+6,448
+14% +$391K 0.12% 162
2023
Q2 		$2.78M Buy
45,428
+3,069
+7% +$188K 0.11% 173
2023
Q1 		$2.56M Buy
42,359
+526
+1% +$31.3K 0.15% 150
2022
Q4 		$2.34M Buy
+41,833
New +$2.25M 0.15% 155
2018
Q2 		– Sell
-55
Closed -$3K – 414
2018
Q1 		$3K Buy
+55
New +$3.26K ﹤0.01% 579

Other funds holding IDEV

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
MCF Advisors
MCF Advisors Covington, Kentucky $2.81B AUM 12.54% 1-Year Est. Return
Bank of Finland
Bank of Finland Helsinki, Finland $1.38B AUM 11.75% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
TFC Financial Management
TFC Financial Management Boston, Massachusetts $893M AUM 15.25% 1-Year Est. Return
Capital Asset Advisory Services
Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return
Nixon Peabody Trust
Nixon Peabody Trust Boston, Massachusetts $1.54B AUM 24.76% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Perigon Wealth Management's IDEV Position: Q3 2026 in Review

Perigon Wealth Management increased its iShares Core MSCI International Developed Markets ETF (IDEV) stake by 2.1% in Q3 2026, buying an estimated $172K and bringing the position to 91,241 shares worth $8.16M. The position accounts for 0.13% of the portfolio, ranked #148.

Perigon Wealth Management first reported a position in IDEV in Q1 2018 and has held it in 17 quarters since. 371 funds tracked by Wall St. Rank hold IDEV as of Q3 2026.

  • Perigon Wealth Management held 91,241 shares of iShares Core MSCI International Developed Markets ETF worth $8.16M as of Q3 2026.
  • Perigon Wealth Management bought 1,889 iShares Core MSCI International Developed Markets ETF shares in Q3 2026, an estimated $172K.
  • iShares Core MSCI International Developed Markets ETF made up 0.13% of Perigon Wealth Management's portfolio in Q3 2026, its #148 holding.
  • Perigon Wealth Management first reported a position in iShares Core MSCI International Developed Markets ETF in Q1 2018 and has held it in 17 quarters since.
  • 371 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.