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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
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

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BOK
Bank of Korea Seoul, South Korea $3.89B AUM
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Perigon Wealth Management's IDEV Position: Q2 2026 in Review

Perigon Wealth Management reduced its iShares Core MSCI International Developed Markets ETF (IDEV) stake by 1.3% in Q2 2026, selling an estimated $107K and leaving 89,352 shares worth $7.95M. The position accounts for 0.13% of the portfolio, ranked #159.

Perigon Wealth Management first reported a position in IDEV in Q1 2018 and has held it in 16 quarters since. The position peaked at $8M in Q4 2025. 742 funds tracked by Wall St. Rank hold IDEV as of Q2 2026.

  • Perigon Wealth Management held 89,352 shares of iShares Core MSCI International Developed Markets ETF worth $7.95M as of Q2 2026.
  • Perigon Wealth Management sold 1,206 iShares Core MSCI International Developed Markets ETF shares in Q2 2026, an estimated $107K.
  • iShares Core MSCI International Developed Markets ETF made up 0.13% of Perigon Wealth Management's portfolio in Q2 2026, its #159 holding.
  • Perigon Wealth Management first reported a position in iShares Core MSCI International Developed Markets ETF in Q1 2018 and has held it in 16 quarters since.
  • Perigon Wealth Management's iShares Core MSCI International Developed Markets ETF position peaked at $8M in Q4 2025.
  • 742 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.