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Phillips Financial Management’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

Phillips Financial 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
2025
Q4 		– Sell
-138
Closed -$11.1K – 319
2025
Q3 		$11.1K Buy
+138
New +$10.7K ﹤0.01% 288
2022
Q4 		– Sell
-100
Closed -$5K – 228
2022
Q3 		$5K Buy
+100
New +$5.38K ﹤0.01% 214

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
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Phillips Financial Management's IDEV Position: Q4 2025 in Review

Phillips Financial Management sold out of iShares Core MSCI International Developed Markets ETF (IDEV) in Q4 2025, closing a stake of 138 shares — an estimated $11.1K sold.

Phillips Financial Management first reported a position in IDEV in Q3 2022 and held it in 2 quarters. The position peaked at $11.1K in Q3 2025. 650 funds tracked by Wall St. Rank hold IDEV as of Q4 2025.

  • Phillips Financial Management reported no remaining iShares Core MSCI International Developed Markets ETF position as of Q4 2025 after selling out during the quarter.
  • Phillips Financial Management sold 138 iShares Core MSCI International Developed Markets ETF shares in Q4 2025, an estimated $11.1K.
  • Phillips Financial Management first reported a position in iShares Core MSCI International Developed Markets ETF in Q3 2022 and held it in 2 quarters.
  • Phillips Financial Management's iShares Core MSCI International Developed Markets ETF position peaked at $11.1K in Q3 2025.
  • 650 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q4 2025.

Based on Phillips Financial Management's 13F filing for Q4 2025, filed 26 Jan 2026.