Simplicity Wealth
IDEV icon

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

Simplicity Wealth’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 		$9.23M Buy
103,202
+6,106
+6% +$557K 0.27% 92
2026
Q2 		$8.64M Sell
97,096
-5,451
-5% -$483K 0.29% 78
2026
Q1 		$8.57M Sell
102,547
-1,432
-1% -$123K 0.49% 43
2025
Q4 		$8.58M Sell
103,979
-4,266
-4% -$347K 0.51% 39
2025
Q3 		$8.68M Sell
108,245
-13,950
-11% -$1.08M 0.5% 37
2025
Q2 		$9.29M Buy
122,195
+7,388
+6% +$534K 0.39% 57
2025
Q1 		$7.91M Buy
114,807
+18,352
+19% +$1.25M 0.61% 29
2024
Q4 		$6.22M Sell
96,455
-5,703
-6% -$385K 1.3% 16
2024
Q3 		$7.24M Buy
102,158
+1,887
+2% +$128K 0.67% 33
2024
Q2 		$6.58M Buy
100,271
+19,622
+24% +$1.31M 0.15% 144
2024
Q1 		$5.41M Buy
80,649
+75,933
+1,610% +$4.89M 0.13% 157
2023
Q4 		$300K Buy
4,716
+146
+3% +$8.7K 0.12% 140
2023
Q3 		$266K Buy
4,570
+126
+3% +$7.64K 0.16% 73
2023
Q2 		$272K Buy
4,444
+339
+8% +$20.8K 0.17% 66
2023
Q1 		$248K Sell
4,105
-37
-0.9% -$2.2K 0.17% 56
2022
Q4 		$232K Buy
+4,142
New +$223K 0.2% 62

Other funds holding IDEV

Bank of Finland
Bank of Finland Helsinki, Finland $1.38B AUM 11.75% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
TFC Financial Management
TFC Financial Management Boston, Massachusetts $893M AUM 15.25% 1-Year Est. Return
Nixon Peabody Trust
Nixon Peabody Trust Boston, Massachusetts $1.54B AUM 24.76% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Riversedge Advisors
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
Arrow Financial
Arrow Financial Glens Falls, New York $1.1B AUM 15.35% 1-Year Est. Return
Amarillo National Bank
Amarillo National Bank Amarillo, Texas $620M AUM 12.97% 1-Year Est. Return
Financial Planning Navigators
Financial Planning Navigators Maple Grove, Minnesota $274M AUM 13.83% 1-Year Est. Return

Simplicity Wealth's IDEV Position: Q3 2026 in Review

Simplicity Wealth increased its iShares Core MSCI International Developed Markets ETF (IDEV) stake by 6.3% in Q3 2026, buying an estimated $557K and bringing the position to 103,202 shares worth $9.23M. The position accounts for 0.27% of the portfolio, ranked #92.

Simplicity Wealth first reported a position in IDEV in Q4 2022 and has held it in 16 quarters since. The position peaked at $9.29M in Q2 2025. 275 funds tracked by Wall St. Rank hold IDEV as of Q3 2026.

  • Simplicity Wealth held 103,202 shares of iShares Core MSCI International Developed Markets ETF worth $9.23M as of Q3 2026.
  • Simplicity Wealth bought 6,106 iShares Core MSCI International Developed Markets ETF shares in Q3 2026, an estimated $557K.
  • iShares Core MSCI International Developed Markets ETF made up 0.27% of Simplicity Wealth's portfolio in Q3 2026, its #92 holding.
  • Simplicity Wealth first reported a position in iShares Core MSCI International Developed Markets ETF in Q4 2022 and has held it in 16 quarters since.
  • Simplicity Wealth's iShares Core MSCI International Developed Markets ETF position peaked at $9.29M in Q2 2025.
  • 275 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q3 2026.

Based on Simplicity Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.