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Root Financial Partners’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

Root Financial 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 		– Sell
-1,072
Closed -$89.6K – 1712
2026
Q1 		$89.6K Buy
1,072
+731
+214% +$62.9K ﹤0.01% 613
2025
Q4 		$28.1K Sell
341
-166
-33% -$13.5K ﹤0.01% 989
2025
Q3 		$40.6K Buy
+507
New +$39.4K ﹤0.01% 750

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

Root Financial Partners's IDEV Position: Q2 2026 in Review

Root Financial Partners sold out of iShares Core MSCI International Developed Markets ETF (IDEV) in Q2 2026, closing a stake of 1,072 shares — an estimated $89.6K sold.

Root Financial Partners first reported a position in IDEV in Q3 2025 and held it in 3 quarters. The position peaked at $89.6K in Q1 2026. 743 funds tracked by Wall St. Rank hold IDEV as of Q2 2026.

  • Root Financial Partners reported no remaining iShares Core MSCI International Developed Markets ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,072 iShares Core MSCI International Developed Markets ETF shares in Q2 2026, an estimated $89.6K.
  • Root Financial Partners first reported a position in iShares Core MSCI International Developed Markets ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's iShares Core MSCI International Developed Markets ETF position peaked at $89.6K in Q1 2026.
  • 743 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.