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 Q3	$36.2K	Buy	+404	New	+$36.8K	﹤0.01%	1247
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

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Bank of Korea Seoul, South Korea $4.36B AUM 12.24% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Root Financial Partners's IDEV Position: Q3 2026 in Review

Root Financial Partners opened a new position in iShares Core MSCI International Developed Markets ETF (IDEV) in Q3 2026: 404 shares worth $36.2K. The stake represents ﹤0.01% of the portfolio and ranks #1247 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in IDEV as recently as Q1 2026.

Root Financial Partners first reported a position in IDEV in Q3 2025 and has held it in 4 quarters since. The position peaked at $89.6K in Q1 2026. 709 funds tracked by Wall St. Rank hold IDEV as of Q3 2026.

Root Financial Partners held 404 shares of iShares Core MSCI International Developed Markets ETF worth $36.2K as of Q3 2026.
iShares Core MSCI International Developed Markets ETF was a new Root Financial Partners position in Q3 2026.
iShares Core MSCI International Developed Markets ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1247 holding.
Root Financial Partners first reported a position in iShares Core MSCI International Developed Markets ETF in Q3 2025 and has held it in 4 quarters since.
Root Financial Partners's iShares Core MSCI International Developed Markets ETF position peaked at $89.6K in Q1 2026.
709 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.