SWM
IDEV icon

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
Q2 		$39.1M Sell
438,997
-8,094
-2% -$717K 4.04% 3
2026
Q1 		$37.4M Buy
447,091
+16,357
+4% +$1.41M 4.12% 4
2025
Q4 		$35.5M Buy
430,734
+16,626
+4% +$1.35M 4.14% 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
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

Stockman Wealth Management's IDEV Position: Q2 2026 in Review

Stockman Wealth Management reduced its iShares Core MSCI International Developed Markets ETF (IDEV) stake by 1.8% in Q2 2026, selling an estimated $717K and leaving 438,997 shares worth $39.1M. The position accounts for 4.04% of the portfolio, ranked #3.

Stockman Wealth Management first reported a position in IDEV in Q4 2022 and has held it in 15 quarters since. 740 funds tracked by Wall St. Rank hold IDEV as of Q2 2026.

  • Stockman Wealth Management held 438,997 shares of iShares Core MSCI International Developed Markets ETF worth $39.1M as of Q2 2026.
  • Stockman Wealth Management sold 8,094 iShares Core MSCI International Developed Markets ETF shares in Q2 2026, an estimated $717K.
  • iShares Core MSCI International Developed Markets ETF made up 4.04% of Stockman Wealth Management's portfolio in Q2 2026, its #3 holding.
  • Stockman Wealth Management first reported a position in iShares Core MSCI International Developed Markets ETF in Q4 2022 and has held it in 15 quarters since.
  • 740 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q2 2026.

Based on Stockman Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.