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United Capital Financial Advisors’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

United Capital Financial Advisors’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 		$3.25M Sell
39,039
-768
-2% -$66.1K 0.02% 455
2025
Q4 		$3.28M Sell
39,807
-597
-1% -$48.5K 0.02% 427
2025
Q3 		$3.24M Buy
40,404
+64
+0.2% +$4.97K 0.02% 367
2025
Q2 		$3.07M Sell
40,340
-539
-1% -$39K 0.02% 357
2025
Q1 		$2.82M Buy
40,879
+100
+0.2% +$6.82K 0.02% 358
2024
Q4 		$2.63M Buy
40,779
+7,071
+21% +$477K 0.02% 369
2024
Q3 		$2.39M Buy
33,708
+1,023
+3% +$69.4K 0.02% 378
2024
Q2 		$2.15M Sell
32,685
-474
-1% -$31.5K 0.02% 384
2024
Q1 		$2.23M Sell
33,159
-6,120
-16% -$394K 0.02% 407
2023
Q4 		$2.5M Sell
39,279
-62,803
-62% -$3.74M 0.02% 379
2023
Q3 		$5.95M Buy
102,082
+24,216
+31% +$1.47M 0.04% 280
2023
Q2 		$4.76M Buy
77,866
+35,677
+85% +$2.19M 0.03% 320
2023
Q1 		$2.55M Buy
42,189
+15,194
+56% +$903K 0.01% 413
2022
Q4 		$1.51M Sell
26,995
-6,078
-18% -$327K 0.01% 535
2022
Q3 		$1.6M Sell
33,073
-5,490
-14% -$295K 0.01% 511
2022
Q2 		$2.07M Sell
38,563
-5,760
-13% -$338K 0.01% 483
2022
Q1 		$2.82M Buy
44,323
+3,706
+9% +$239K 0.01% 457
2021
Q4 		$2.74M Sell
40,617
-1,312
-3% -$89.2K 0.01% 476
2021
Q3 		$2.8M Sell
41,929
-3,092
-7% -$212K 0.01% 470
2021
Q2 		$3.04M Sell
45,021
-1,949
-4% -$132K 0.02% 463
2021
Q1 		$3.03M Sell
46,970
-20,321
-30% -$1.3M 0.02% 431
2020
Q4 		$4.15M Buy
67,291
+7,617
+13% +$441K 0.03% 384
2020
Q3 		$3.22M Sell
59,674
-15,624
-21% -$844K 0.02% 413
2020
Q2 		$3.85M Sell
75,298
-6,065
-7% -$293K 0.03% 405
2020
Q1 		$3.6M Sell
81,363
-35,641
-30% -$1.9M 0.03% 392
2019
Q4 		$6.81M Sell
117,004
-14,960
-11% -$847K 0.04% 363
2019
Q3 		$7.21M Sell
131,964
-12,500
-9% -$675K 0.05% 333
2019
Q2 		$7.92M Buy
+144,464
New +$7.89M 0.05% 333

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 Capital Financial Advisors's IDEV Position: Q1 2026 in Review

United Capital Financial Advisors reduced its iShares Core MSCI International Developed Markets ETF (IDEV) stake by 1.9% in Q1 2026, selling an estimated $66.1K and leaving 39,039 shares worth $3.25M. The position accounts for 0.02% of the portfolio, ranked #455.

United Capital Financial Advisors first reported a position in IDEV in Q2 2019 and has held it in 28 quarters since. The position peaked at $7.92M in Q2 2019. 706 funds tracked by Wall St. Rank hold IDEV as of Q1 2026.

  • United Capital Financial Advisors held 39,039 shares of iShares Core MSCI International Developed Markets ETF worth $3.25M as of Q1 2026.
  • United Capital Financial Advisors sold 768 iShares Core MSCI International Developed Markets ETF shares in Q1 2026, an estimated $66.1K.
  • iShares Core MSCI International Developed Markets ETF made up 0.02% of United Capital Financial Advisors's portfolio in Q1 2026, its #455 holding.
  • United Capital Financial Advisors first reported a position in iShares Core MSCI International Developed Markets ETF in Q2 2019 and has held it in 28 quarters since.
  • United Capital Financial Advisors's iShares Core MSCI International Developed Markets ETF position peaked at $7.92M in Q2 2019.
  • 706 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.