PWA
IDEV icon

Peterson Wealth Advisors’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

Peterson Wealth Advisors’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 		$10.8M Sell
129,193
-6,651
-5% -$572K 1.44% 16
2025
Q4 		$11.2M Sell
135,844
-4,529
-3% -$368K 1.49% 16
2025
Q3 		$11.4M Sell
140,373
-2,112
-1% -$164K 1.7% 13
2025
Q2 		$10.8M Buy
142,485
+4,325
+3% +$313K 1.79% 11
2025
Q1 		$8.57M Sell
138,160
-40,804
-23% -$2.78M 1.66% 12
2024
Q4 		$11.6M Buy
178,964
+54,129
+43% +$3.65M 2.08% 10
2024
Q3 		$8.84M Buy
124,835
+600
+0.5% +$40.7K 1.67% 11
2024
Q2 		$8.15M Sell
124,235
-264
-0.2% -$17.6K 1.71% 10
2024
Q1 		$8.36M Sell
124,499
-2,722
-2% -$175K 1.78% 10
2023
Q4 		$8.1M Sell
127,221
-13,823
-10% -$824K 1.92% 10
2023
Q3 		$8.22M Buy
141,044
+7,441
+6% +$451K 2.21% 9
2023
Q2 		$8.17M Buy
133,603
+7,897
+6% +$484K 2.16% 9
2023
Q1 		$7.6M Buy
125,706
+7,295
+6% +$433K 2.09% 10
2022
Q4 		$6.63M Buy
118,411
+34,151
+41% +$1.83M 2% 11
2022
Q3 		$4.07M Buy
84,260
+41,983
+99% +$2.26M 1.37% 12
2022
Q2 		$2.27M Buy
42,277
+5,129
+14% +$301K 0.75% 15
2022
Q1 		$2.36M Sell
37,148
-491
-1% -$31.6K 0.7% 17
2021
Q4 		$2.54M Buy
37,639
+650
+2% +$44.2K 0.73% 19
2021
Q3 		$2.47M Buy
36,989
+4,573
+14% +$313K 0.82% 17
2021
Q2 		$2.19M Sell
32,416
-51
-0.2% -$3.46K 0.78% 17
2021
Q1 		$2.1M Sell
32,467
-36
-0.1% -$2.3K 0.85% 17
2020
Q4 		$2M Buy
32,503
+120
+0.4% +$6.94K 0.88% 16
2020
Q3 		$1.75M Buy
32,383
+59
+0.2% +$3.19K 0.9% 16
2020
Q2 		$1.65M Buy
32,324
+11,945
+59% +$578K 0.88% 17
2020
Q1 		$903K Buy
+20,379
New +$1.08M 0.59% 18

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

Peterson Wealth Advisors's IDEV Position: Q1 2026 in Review

Peterson Wealth Advisors reduced its iShares Core MSCI International Developed Markets ETF (IDEV) stake by 4.9% in Q1 2026, selling an estimated $572K and leaving 129,193 shares worth $10.8M. The position accounts for 1.44% of the portfolio, ranked #16.

Peterson Wealth Advisors first reported a position in IDEV in Q1 2020 and has held it in 25 quarters since. The position peaked at $11.6M in Q4 2024. 706 funds tracked by Wall St. Rank hold IDEV as of Q1 2026.

  • Peterson Wealth Advisors held 129,193 shares of iShares Core MSCI International Developed Markets ETF worth $10.8M as of Q1 2026.
  • Peterson Wealth Advisors sold 6,651 iShares Core MSCI International Developed Markets ETF shares in Q1 2026, an estimated $572K.
  • iShares Core MSCI International Developed Markets ETF made up 1.44% of Peterson Wealth Advisors's portfolio in Q1 2026, its #16 holding.
  • Peterson Wealth Advisors first reported a position in iShares Core MSCI International Developed Markets ETF in Q1 2020 and has held it in 25 quarters since.
  • Peterson Wealth Advisors's iShares Core MSCI International Developed Markets ETF position peaked at $11.6M in Q4 2024.
  • 706 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q1 2026.

Based on Peterson Wealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.