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 Q2	$3.57M	Buy	40,114 +2,295	+6%	+$203K	0.04%	443
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 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

Summit Financial's IDEV Position: Q2 2026 in Review

Summit Financial increased its iShares Core MSCI International Developed Markets ETF (IDEV) stake by 6.1% in Q2 2026, buying an estimated $203K and bringing the position to 40,114 shares worth $3.57M. The position accounts for 0.04% of the portfolio, ranked #443.

Summit Financial first reported a position in IDEV in Q4 2022 and has held it in 13 quarters since. 743 funds tracked by Wall St. Rank hold IDEV as of Q2 2026.

Summit Financial held 40,114 shares of iShares Core MSCI International Developed Markets ETF worth $3.57M as of Q2 2026.
Summit Financial bought 2,295 iShares Core MSCI International Developed Markets ETF shares in Q2 2026, an estimated $203K.
iShares Core MSCI International Developed Markets ETF made up 0.04% of Summit Financial's portfolio in Q2 2026, its #443 holding.
Summit Financial first reported a position in iShares Core MSCI International Developed Markets ETF in Q4 2022 and has held it in 13 quarters since.
743 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.