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United Advisor Group’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

United Advisor 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
Q1 		$2.31M Buy
27,694
+4,820
+21% +$415K 0.29% 95
2025
Q4 		$1.89M Buy
22,874
+405
+2% +$32.9K 0.24% 108
2025
Q3 		$1.8M Buy
22,469
+357
+2% +$27.7K 0.24% 101
2025
Q2 		$1.68M Buy
22,112
+14,020
+173% +$1.01M 0.29% 91
2025
Q1 		$557K Buy
8,092
+858
+12% +$58.5K 0.11% 171
2024
Q4 		$466K Sell
7,234
-2,954
-29% -$199K 0.09% 207
2024
Q3 		$722K Buy
10,188
+4,123
+68% +$280K 0.16% 134
2024
Q2 		$398K Buy
6,065
+2,009
+50% +$134K 0.12% 165
2024
Q1 		$272K Buy
+4,056
New +$261K 0.1% 174

Other funds holding IDEV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BOK
Bank of Korea Seoul, South Korea $4.13B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

United Advisor Group's IDEV Position: Q1 2026 in Review

United Advisor Group increased its iShares Core MSCI International Developed Markets ETF (IDEV) stake by 21% in Q1 2026, buying an estimated $415K and bringing the position to 27,694 shares worth $2.31M. The position accounts for 0.29% of the portfolio, ranked #95.

United Advisor Group first reported a position in IDEV in Q1 2024 and has held it in 9 quarters since. 706 funds tracked by Wall St. Rank hold IDEV as of Q1 2026.

  • United Advisor Group held 27,694 shares of iShares Core MSCI International Developed Markets ETF worth $2.31M as of Q1 2026.
  • United Advisor Group bought 4,820 iShares Core MSCI International Developed Markets ETF shares in Q1 2026, an estimated $415K.
  • iShares Core MSCI International Developed Markets ETF made up 0.29% of United Advisor Group's portfolio in Q1 2026, its #95 holding.
  • United Advisor Group first reported a position in iShares Core MSCI International Developed Markets ETF in Q1 2024 and has held it in 9 quarters since.
  • 706 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.