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

Summit Financial’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 		$3.16M Sell
37,819
-403
-1% -$34.7K 0.04% 440
2025
Q4 		$3.15M Buy
38,222
+5,668
+17% +$461K 0.05% 371
2025
Q3 		$2.61M Buy
32,554
+191
+0.6% +$14.8K 0.04% 414
2025
Q2 		$2.46M Buy
+32,363
New +$2.34M 0.06% 262
2025
Q1 		– Sell
-35,090
Closed -$2.26M – 726
2024
Q4 		$2.26M Buy
35,090
+2,533
+8% +$171K 0.08% 194
2024
Q3 		$2.31M Sell
32,557
-1,522
-4% -$103K 0.09% 164
2024
Q2 		$2.24M Buy
+34,079
New +$2.27M 0.1% 141
2024
Q1 		– Sell
-28,983
Closed -$1.85M – 395
2023
Q4 		$1.85M Buy
28,983
+222
+0.8% +$13.2K 0.12% 109
2023
Q3 		$1.68M Buy
28,761
+226
+0.8% +$13.7K 0.12% 112
2023
Q2 		$1.74M Sell
28,535
-501
-2% -$30.7K 0.13% 100
2023
Q1 		$1.76M Sell
29,036
-1,227
-4% -$72.9K 0.15% 71
2022
Q4 		$1.69M Buy
+30,263
New +$1.63M 0.16% 75

Other funds holding IDEV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PNC Financial Services Group
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SEI Investments
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Summit Financial's IDEV Position: Q1 2026 in Review

Summit Financial reduced its iShares Core MSCI International Developed Markets ETF (IDEV) stake by 1.1% in Q1 2026, selling an estimated $34.7K and leaving 37,819 shares worth $3.16M. The position accounts for 0.04% of the portfolio, ranked #440.

Summit Financial first reported a position in IDEV in Q4 2022 and has held it in 12 quarters since. 706 funds tracked by Wall St. Rank hold IDEV as of Q1 2026.

  • Summit Financial held 37,819 shares of iShares Core MSCI International Developed Markets ETF worth $3.16M as of Q1 2026.
  • Summit Financial sold 403 iShares Core MSCI International Developed Markets ETF shares in Q1 2026, an estimated $34.7K.
  • iShares Core MSCI International Developed Markets ETF made up 0.04% of Summit Financial's portfolio in Q1 2026, its #440 holding.
  • Summit Financial first reported a position in iShares Core MSCI International Developed Markets ETF in Q4 2022 and has held it in 12 quarters since.
  • 706 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.