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

Summit Wealth Group’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	$223K	Sell	2,508 -492	-16%	-$43.6K	0.05%	122
2026 Q1	$251K	Buy	+3,000	New	+$258K	0.06%	111
2023 Q2	–	Sell	-14,210	Closed	–	–	163
2023 Q1	$0	Buy	+14,210	New	+$844K	﹤0.01%	202
2021 Q3	–	Sell	-2,339	Closed	-$158K	–	133
2021 Q2	$158K	Hold	2,339	–	–	0.23%	30
2021 Q1	$151K	Buy	+2,339	New	+$149K	0.24%	22

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 Wealth Group's IDEV Position: Q2 2026 in Review

Summit Wealth Group reduced its iShares Core MSCI International Developed Markets ETF (IDEV) stake by 16% in Q2 2026, selling an estimated $43.6K and leaving 2,508 shares worth $223K. The position accounts for 0.05% of the portfolio, ranked #122.

Summit Wealth Group first reported a position in IDEV in Q1 2021 and has held it in 5 quarters since. The position peaked at $251K in Q1 2026. 743 funds tracked by Wall St. Rank hold IDEV as of Q2 2026.

Summit Wealth Group held 2,508 shares of iShares Core MSCI International Developed Markets ETF worth $223K as of Q2 2026.
Summit Wealth Group sold 492 iShares Core MSCI International Developed Markets ETF shares in Q2 2026, an estimated $43.6K.
iShares Core MSCI International Developed Markets ETF made up 0.05% of Summit Wealth Group's portfolio in Q2 2026, its #122 holding.
Summit Wealth Group first reported a position in iShares Core MSCI International Developed Markets ETF in Q1 2021 and has held it in 5 quarters since.
Summit Wealth Group's iShares Core MSCI International Developed Markets ETF position peaked at $251K in Q1 2026.
743 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q2 2026.

Based on Summit Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.