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Prism Planning Partners’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

Prism Planning Partners’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 		$11.4M Buy
127,728
+4,113
+3% +$364K 12.03% 2
2026
Q1 		$10.3M Buy
123,615
+1,913
+2% +$165K 12.22% 2
2025
Q4 		$10M Buy
+121,702
New +$9.89M 11.26% 2

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

Prism Planning Partners's IDEV Position: Q2 2026 in Review

Prism Planning Partners increased its iShares Core MSCI International Developed Markets ETF (IDEV) stake by 3.3% in Q2 2026, buying an estimated $364K and bringing the position to 127,728 shares worth $11.4M. The position accounts for 12.03% of the portfolio, ranked #2.

Prism Planning Partners first reported a position in IDEV in Q4 2025 and has held it in 3 quarters since. 743 funds tracked by Wall St. Rank hold IDEV as of Q2 2026.

  • Prism Planning Partners held 127,728 shares of iShares Core MSCI International Developed Markets ETF worth $11.4M as of Q2 2026.
  • Prism Planning Partners bought 4,113 iShares Core MSCI International Developed Markets ETF shares in Q2 2026, an estimated $364K.
  • iShares Core MSCI International Developed Markets ETF made up 12.03% of Prism Planning Partners's portfolio in Q2 2026, its #2 holding.
  • Prism Planning Partners first reported a position in iShares Core MSCI International Developed Markets ETF in Q4 2025 and has held it in 3 quarters since.
  • 743 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q2 2026.

Based on Prism Planning Partners's 13F filing for Q2 2026, filed 23 Jul 2026.