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SWM
Stockman Wealth Management’s
iShares Core MSCI International Developed Markets ETF
IDEV
Stock Holding History
Stockman Wealth Management’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
Q1
$37.4M
Buy
447,091
+16,357
+4%
+$1.41M
4.14%
4
2025
Q4
$35.5M
Buy
430,734
+16,626
+4%
+$1.35M
4.15%
4
2025
Q3
$33.2M
Buy
414,108
+10,764
+3%
+$837K
4.12%
4
2025
Q2
$30.7M
Sell
403,344
-3,006
-0.7%
-$217K
4.17%
4
2025
Q1
$28M
Buy
406,350
+35,308
+10%
+$2.41M
4.14%
3
2024
Q4
$23.9M
Buy
371,042
+20,682
+6%
+$1.4M
3.75%
4
2024
Q3
$24.8M
Buy
350,360
+56,179
+19%
+$3.81M
3.86%
3
2024
Q2
$19.3M
Buy
294,181
+14,273
+5%
+$949K
3.38%
5
2024
Q1
$18.8M
Buy
279,908
+16,162
+6%
+$1.04M
3.32%
4
2023
Q4
$16.8M
Buy
263,746
+13,319
+5%
+$794K
3.35%
5
2023
Q3
$14.6M
Buy
250,427
+27,868
+13%
+$1.69M
3.21%
4
2023
Q2
$13.6M
Buy
222,559
+35,243
+19%
+$2.16M
2.92%
4
2023
Q1
$11.3M
Buy
187,316
+33,594
+22%
+$2M
2.53%
7
2022
Q4
$8.61M
Buy
+153,722
New
+$8.26M
1.98%
15
Other funds holding IDEV
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Creative Planning
Overland Park, Kansas
$147B AUM
18.73%
1-Year Est. Return
PNC Financial Services Group
Pittsburgh, Pennsylvania
$173B AUM
20.72%
1-Year Est. Return
BOK
Bank of Korea
Seoul, South Korea
$4.13B AUM
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
SEI Investments
Oaks, Pennsylvania
$108B AUM
26.14%
1-Year Est. Return
RBA
Richard Bernstein Advisors
New York
$3.45B AUM
16.24%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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