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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$400K Buy
+4,467
New +$407K 0.01% 529
2026
Q2
– Sell
-2,395
Closed -$200K – 859
2026
Q1
$200K Buy
+2,395
New +$206K ﹤0.01% 694

Other funds holding IDEV

Valeo Financial Advisors's IDEV Position: Q3 2026 in Review

Valeo Financial Advisors opened a new position in iShares Core MSCI International Developed Markets ETF (IDEV) in Q3 2026: 4,467 shares worth $400K. The stake represents 0.01% of the portfolio and ranks #529 among its holdings. This is a return to the name: Valeo Financial Advisors previously reported a position in IDEV as recently as Q1 2026.

Valeo Financial Advisors first reported a position in IDEV in Q1 2026 and has held it in 2 quarters since. 41 funds tracked by Wall St. Rank hold IDEV as of Q3 2026.

  • Valeo Financial Advisors held 4,467 shares of iShares Core MSCI International Developed Markets ETF worth $400K as of Q3 2026.
  • iShares Core MSCI International Developed Markets ETF was a new Valeo Financial Advisors position in Q3 2026.
  • iShares Core MSCI International Developed Markets ETF made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #529 holding.
  • Valeo Financial Advisors first reported a position in iShares Core MSCI International Developed Markets ETF in Q1 2026 and has held it in 2 quarters since.
  • 41 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.