Sowell Financial Services’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

Sowell Financial Services’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	$377K	Sell	4,237 -53	-1%	-$4.7K	0.01%	772
2026 Q1	$359K	Buy	4,290 +96	+2%	+$8.26K	0.01%	767
2025 Q4	$346K	Buy	4,194 +64	+2%	+$5.2K	0.01%	768
2025 Q3	$331K	Buy	4,130 +5	+0.1%	+$389	0.01%	777
2025 Q2	$314K	Buy	4,125 +1,091	+36%	+$78.9K	0.01%	764
2025 Q1	$209K	Buy	+3,034	New	+$207K	0.01%	915
2021 Q2	–	Sell	-3,896	Closed	-$264K	–	1531
2021 Q1	$264K	Sell	3,896 -138	-3%	-$8.82K	0.01%	897
2020 Q4	$249K	Buy	4,034 +348	+9%	+$20.1K	0.01%	762
2020 Q3	$199K	Buy	3,686 +1,111	+43%	+$60K	0.01%	728
2020 Q2	$132K	Buy	+2,575	New	+$125K	0.01%	874

Other funds holding IDEV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BOK

Bank of Korea Seoul, South Korea $3.89B AUM

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sowell Financial Services's IDEV Position: Q2 2026 in Review

Sowell Financial Services reduced its iShares Core MSCI International Developed Markets ETF (IDEV) stake by 1.2% in Q2 2026, selling an estimated $4.7K and leaving 4,237 shares worth $377K. The position accounts for 0.01% of the portfolio, ranked #772.

Sowell Financial Services first reported a position in IDEV in Q2 2020 and has held it in 10 quarters since. 738 funds tracked by Wall St. Rank hold IDEV as of Q2 2026.

Sowell Financial Services held 4,237 shares of iShares Core MSCI International Developed Markets ETF worth $377K as of Q2 2026.
Sowell Financial Services sold 53 iShares Core MSCI International Developed Markets ETF shares in Q2 2026, an estimated $4.7K.
iShares Core MSCI International Developed Markets ETF made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #772 holding.
Sowell Financial Services first reported a position in iShares Core MSCI International Developed Markets ETF in Q2 2020 and has held it in 10 quarters since.
738 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.