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

Summit Wealth Partners’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 		$8.13M Buy
91,321
+9,948
+12% +$882K 1.16% 24
2026
Q1 		$6.8M Buy
81,373
+7,168
+10% +$617K 1.08% 27
2025
Q4 		$6.12M Buy
74,205
+6,026
+9% +$490K 1.13% 26
2025
Q3 		$5.47M Buy
68,179
+8,564
+14% +$666K 0.99% 28
2025
Q2 		$4.53M Buy
59,615
+10,750
+22% +$777K 0.86% 29
2025
Q1 		$3.37M Buy
48,865
+7,571
+18% +$516K 0.68% 37
2024
Q4 		$2.66M Buy
41,294
+11,566
+39% +$780K 0.55% 40
2024
Q3 		$2.11M Buy
29,728
+5,530
+23% +$375K 0.41% 51
2024
Q2 		$1.59M Buy
24,198
+19,100
+375% +$1.27M 0.33% 61
2024
Q1 		$342K Buy
+5,098
New +$328K 0.07% 162

Other funds holding IDEV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BOF
Bank of Finland Helsinki, Finland $1.54B AUM 15.84% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TFM
TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
NPT
Nixon Peabody Trust Boston, Massachusetts $1.41B AUM 27.78% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $759M AUM 24.25% 1-Year Est. Return

Summit Wealth Partners's IDEV Position: Q2 2026 in Review

Summit Wealth Partners increased its iShares Core MSCI International Developed Markets ETF (IDEV) stake by 12% in Q2 2026, buying an estimated $882K and bringing the position to 91,321 shares worth $8.13M. The position accounts for 1.16% of the portfolio, ranked #24.

Summit Wealth Partners first reported a position in IDEV in Q1 2024 and has held it in 10 quarters since. 408 funds tracked by Wall St. Rank hold IDEV as of Q2 2026.

  • Summit Wealth Partners held 91,321 shares of iShares Core MSCI International Developed Markets ETF worth $8.13M as of Q2 2026.
  • Summit Wealth Partners bought 9,948 iShares Core MSCI International Developed Markets ETF shares in Q2 2026, an estimated $882K.
  • iShares Core MSCI International Developed Markets ETF made up 1.16% of Summit Wealth Partners's portfolio in Q2 2026, its #24 holding.
  • Summit Wealth Partners first reported a position in iShares Core MSCI International Developed Markets ETF in Q1 2024 and has held it in 10 quarters since.
  • 408 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.