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SIMA Wealth Partners’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

SIMA Wealth 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 		$560K Sell
6,288
-100
-2% -$8.86K 0.4% 31
2026
Q1 		$534K Sell
6,388
-2
-0% -$172 0.41% 27
2025
Q4 		$527K Sell
6,390
-689
-10% -$56K 0.4% 29
2025
Q3 		$568K Buy
7,079
+135
+2% +$10.5K 0.43% 28
2025
Q2 		$528K Sell
6,944
-365
-5% -$26.4K 0.43% 26
2025
Q1 		$504K Sell
7,309
-3
-0% -$205 0.42% 28
2024
Q4 		$471K Sell
7,312
-1,652
-18% -$111K 0.4% 28
2024
Q3 		$635K Buy
8,964
+5
+0.1% +$339 0.55% 25
2024
Q2 		$588K Buy
+8,959
New +$596K 0.56% 26

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

SIMA Wealth Partners's IDEV Position: Q2 2026 in Review

SIMA Wealth Partners reduced its iShares Core MSCI International Developed Markets ETF (IDEV) stake by 1.6% in Q2 2026, selling an estimated $8.86K and leaving 6,288 shares worth $560K. The position accounts for 0.4% of the portfolio, ranked #31.

SIMA Wealth Partners first reported a position in IDEV in Q2 2024 and has held it in 9 quarters since. The position peaked at $635K in Q3 2024. 738 funds tracked by Wall St. Rank hold IDEV as of Q2 2026.

  • SIMA Wealth Partners held 6,288 shares of iShares Core MSCI International Developed Markets ETF worth $560K as of Q2 2026.
  • SIMA Wealth Partners sold 100 iShares Core MSCI International Developed Markets ETF shares in Q2 2026, an estimated $8.86K.
  • iShares Core MSCI International Developed Markets ETF made up 0.4% of SIMA Wealth Partners's portfolio in Q2 2026, its #31 holding.
  • SIMA Wealth Partners first reported a position in iShares Core MSCI International Developed Markets ETF in Q2 2024 and has held it in 9 quarters since.
  • SIMA Wealth Partners's iShares Core MSCI International Developed Markets ETF position peaked at $635K in Q3 2024.
  • 738 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q2 2026.

Based on SIMA Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.