SageView Advisory Group’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

SageView Advisory Group’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	$13.2M	Sell	160,127 -3,819	-2%	-$310K	0.45%	27
2025 Q3	$13.1M	Buy	163,946 +151,739	+1,243%	+$11.8M	0.45%	28
2025 Q2	$930K	Sell	12,207 -1,050	-8%	-$75.9K	0.04%	254
2025 Q1	$913K	Sell	13,257 -1,019	-7%	-$69.5K	0.04%	241
2024 Q4	$920K	Sell	14,276 -64	-0.4%	-$4.32K	0.04%	231
2024 Q3	$1.02M	Sell	14,340 -705	-5%	-$47.8K	0.05%	194
2024 Q2	$988K	Sell	15,045 -1,572,449	-99%	-$105M	0.05%	221
2024 Q1	$79.3M	Buy	1,587,494 +1,571,022	+9,538%	+$101M	4%	6
2023 Q4	$1.05M	Sell	16,472 -124	-0.7%	-$7.39K	0.05%	243
2023 Q3	$967K	Buy	16,596 +30	+0.2%	+$1.82K	0.06%	214
2023 Q2	$1.01M	Buy	16,566 +279	+2%	+$17.1K	0.06%	225
2023 Q1	$985K	Buy	+16,287	New	+$968K	0.06%	208

Other funds holding IDEV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BOK

Bank of Korea Seoul, South Korea $4.13B AUM

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SageView Advisory Group's IDEV Position: Q4 2025 in Review

SageView Advisory Group reduced its iShares Core MSCI International Developed Markets ETF (IDEV) stake by 2.3% in Q4 2025, selling an estimated $310K and leaving 160,127 shares worth $13.2M. The position accounts for 0.45% of the portfolio, ranked #27.

SageView Advisory Group first reported a position in IDEV in Q1 2023 and has held it in 12 quarters since. The position peaked at $79.3M in Q1 2024. 646 funds tracked by Wall St. Rank hold IDEV as of Q4 2025.

SageView Advisory Group held 160,127 shares of iShares Core MSCI International Developed Markets ETF worth $13.2M as of Q4 2025.
SageView Advisory Group sold 3,819 iShares Core MSCI International Developed Markets ETF shares in Q4 2025, an estimated $310K.
iShares Core MSCI International Developed Markets ETF made up 0.45% of SageView Advisory Group's portfolio in Q4 2025, its #27 holding.
SageView Advisory Group first reported a position in iShares Core MSCI International Developed Markets ETF in Q1 2023 and has held it in 12 quarters since.
SageView Advisory Group's iShares Core MSCI International Developed Markets ETF position peaked at $79.3M in Q1 2024.
646 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.