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

United Financial Planning 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 Q2	$2.08M	Buy	23,377 +301	+1%	+$26.7K	1.06%	16
2026 Q1	$1.93M	Sell	23,076 -829	-3%	-$71.3K	1.14%	16
2025 Q4	$1.97M	Buy	23,905 +28	+0.1%	+$2.27K	1.2%	16
2025 Q3	$1.91M	Buy	+23,877	New	+$1.86M	1.21%	13

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

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

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

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

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

BOK

Bank of Korea Seoul, South Korea $3.89B AUM

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

United Financial Planning Group's IDEV Position: Q2 2026 in Review

United Financial Planning Group increased its iShares Core MSCI International Developed Markets ETF (IDEV) stake by 1.3% in Q2 2026, buying an estimated $26.7K and bringing the position to 23,377 shares worth $2.08M. The position accounts for 1.06% of the portfolio, ranked #16.

United Financial Planning Group first reported a position in IDEV in Q3 2025 and has held it in 4 quarters since. 740 funds tracked by Wall St. Rank hold IDEV as of Q2 2026.

United Financial Planning Group held 23,377 shares of iShares Core MSCI International Developed Markets ETF worth $2.08M as of Q2 2026.
United Financial Planning Group bought 301 iShares Core MSCI International Developed Markets ETF shares in Q2 2026, an estimated $26.7K.
iShares Core MSCI International Developed Markets ETF made up 1.06% of United Financial Planning Group's portfolio in Q2 2026, its #16 holding.
United Financial Planning Group first reported a position in iShares Core MSCI International Developed Markets ETF in Q3 2025 and has held it in 4 quarters since.
740 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.