Prism Planning Partners
IDEV icon

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
Q3 		$12.5M Buy
139,545
+11,817
+9% +$1.08M 11.86% 2
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 +$9.9M 11.26% 2

Other funds holding IDEV

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 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
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return
Clearstead Advisors
Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Prism Planning Partners's IDEV Position: Q3 2026 in Review

Prism Planning Partners increased its iShares Core MSCI International Developed Markets ETF (IDEV) stake by 9.3% in Q3 2026, buying an estimated $1.08M and bringing the position to 139,545 shares worth $12.5M. The position accounts for 11.86% of the portfolio, ranked #2.

Prism Planning Partners first reported a position in IDEV in Q4 2025 and has held it in 4 quarters since. 497 funds tracked by Wall St. Rank hold IDEV as of Q3 2026.

  • Prism Planning Partners held 139,545 shares of iShares Core MSCI International Developed Markets ETF worth $12.5M as of Q3 2026.
  • Prism Planning Partners bought 11,817 iShares Core MSCI International Developed Markets ETF shares in Q3 2026, an estimated $1.08M.
  • iShares Core MSCI International Developed Markets ETF made up 11.86% of Prism Planning Partners's portfolio in Q3 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 4 quarters since.
  • 497 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q3 2026.

Based on Prism Planning Partners's 13F filing for Q3 2026, filed 27 Oct 2026.