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Summit Wealth Group (Colorado)’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

Summit Wealth Group (Colorado)’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 		$2.29M Buy
25,717
+3,588
+16% +$318K 0.19% 68
2026
Q1 		$1.85M Buy
22,129
+3,184
+17% +$274K 0.19% 69
2025
Q4 		$1.56M Buy
+18,945
New +$1.54M 0.21% 69
2025
Q3 		– Sell
-10,251
Closed -$779K – 554
2025
Q2 		$779K Buy
+10,251
New +$741K 0.2% 103

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

Summit Wealth Group (Colorado)'s IDEV Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its iShares Core MSCI International Developed Markets ETF (IDEV) stake by 16% in Q2 2026, buying an estimated $318K and bringing the position to 25,717 shares worth $2.29M. The position accounts for 0.19% of the portfolio, ranked #68.

Summit Wealth Group (Colorado) first reported a position in IDEV in Q2 2025 and has held it in 4 quarters since. 738 funds tracked by Wall St. Rank hold IDEV as of Q2 2026.

  • Summit Wealth Group (Colorado) held 25,717 shares of iShares Core MSCI International Developed Markets ETF worth $2.29M as of Q2 2026.
  • Summit Wealth Group (Colorado) bought 3,588 iShares Core MSCI International Developed Markets ETF shares in Q2 2026, an estimated $318K.
  • iShares Core MSCI International Developed Markets ETF made up 0.19% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #68 holding.
  • Summit Wealth Group (Colorado) first reported a position in iShares Core MSCI International Developed Markets ETF in Q2 2025 and has held it in 4 quarters since.
  • 738 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.