SFG
IDEV icon

Sovereign Financial Group’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

Sovereign Financial 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
2026
Q2 		$249K Buy
2,792
+37
+1% +$3.28K 0.04% 325
2026
Q1 		$230K Buy
2,755
+66
+2% +$5.68K 0.04% 317
2025
Q4 		$222K Buy
+2,689
New +$219K 0.04% 315
2024
Q2 		– Sell
-3,283
Closed -$220K – 285
2024
Q1 		$220K Buy
3,283
+20
+0.6% +$1.29K 0.06% 259
2023
Q4 		$208K Buy
+3,263
New +$195K 0.06% 232

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

Sovereign Financial Group's IDEV Position: Q2 2026 in Review

Sovereign Financial Group increased its iShares Core MSCI International Developed Markets ETF (IDEV) stake by 1.3% in Q2 2026, buying an estimated $3.28K and bringing the position to 2,792 shares worth $249K. The position accounts for 0.04% of the portfolio, ranked #325.

Sovereign Financial Group first reported a position in IDEV in Q4 2023 and has held it in 5 quarters since. 738 funds tracked by Wall St. Rank hold IDEV as of Q2 2026.

  • Sovereign Financial Group held 2,792 shares of iShares Core MSCI International Developed Markets ETF worth $249K as of Q2 2026.
  • Sovereign Financial Group bought 37 iShares Core MSCI International Developed Markets ETF shares in Q2 2026, an estimated $3.28K.
  • iShares Core MSCI International Developed Markets ETF made up 0.04% of Sovereign Financial Group's portfolio in Q2 2026, its #325 holding.
  • Sovereign Financial Group first reported a position in iShares Core MSCI International Developed Markets ETF in Q4 2023 and has held it in 5 quarters since.
  • 738 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.