TriaGen Wealth Management’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

TriaGen Wealth Management’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
2025 Q2	–	Sell	-8,051	Closed	-$555K	–	183
2025 Q1	$555K	Hold	8,051	–	–	0.2%	100
2024 Q4	$519K	Hold	8,051	–	–	0.17%	105
2024 Q3	$570K	Buy	8,051 +1,099	+16%	+$74.5K	0.19%	101
2024 Q2	$456K	Buy	6,952 +1,356	+24%	+$90.2K	0.18%	106
2024 Q1	$376K	Buy	5,596 +640	+13%	+$41.2K	0.16%	116
2023 Q4	$315K	Hold	4,956	–	–	0.15%	120
2023 Q3	$289K	Hold	4,956	–	–	0.15%	118
2023 Q2	$303K	Hold	4,956	–	–	0.14%	134
2023 Q1	$300K	Hold	4,956	–	–	0.15%	123
2022 Q4	$277K	Hold	4,956	–	–	0.15%	135
2022 Q3	$239K	Buy	4,956 +1,016	+26%	+$54.6K	0.13%	139
2022 Q2	$212K	Hold	3,940	–	–	0.15%	141
2022 Q1	$251K	Hold	3,940	–	–	0.13%	151
2021 Q4	$266K	Hold	3,940	–	–	0.13%	155
2021 Q3	$263K	Hold	3,940	–	–	0.14%	159
2021 Q2	$268K	Hold	3,940	–	–	0.14%	158
2021 Q1	$255K	Hold	3,940	–	–	0.15%	148
2020 Q4	$243K	Buy	+3,940	New	+$228K	0.14%	146

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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BOF

Bank of Finland Helsinki, Finland $1.54B AUM 15.84% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

TriaGen Wealth Management's IDEV Position: Q2 2025 in Review

TriaGen Wealth Management sold out of iShares Core MSCI International Developed Markets ETF (IDEV) in Q2 2025, closing a stake of 8,051 shares — an estimated $555K sold.

TriaGen Wealth Management first reported a position in IDEV in Q4 2020 and held it in 18 quarters. The position peaked at $570K in Q3 2024. 563 funds tracked by Wall St. Rank hold IDEV as of Q2 2025.

TriaGen Wealth Management reported no remaining iShares Core MSCI International Developed Markets ETF position as of Q2 2025 after selling out during the quarter.
TriaGen Wealth Management sold 8,051 iShares Core MSCI International Developed Markets ETF shares in Q2 2025, an estimated $555K.
TriaGen Wealth Management first reported a position in iShares Core MSCI International Developed Markets ETF in Q4 2020 and held it in 18 quarters.
TriaGen Wealth Management's iShares Core MSCI International Developed Markets ETF position peaked at $570K in Q3 2024.
563 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q2 2025.

Based on TriaGen Wealth Management's 13F filing for Q2 2025, filed 23 Jul 2025.