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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

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 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. 744 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.
  • 744 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.