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Values Added Financial’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

Values Added Financial’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 		$225K Sell
2,527
-232
-8% -$20.6K 0.08% 135
2026
Q1 		$231K Buy
+2,759
New +$237K 0.1% 116
2025
Q2 		– Sell
-27,547
Closed -$1.9M – 123
2025
Q1 		$1.9M Buy
27,547
+5,824
+27% +$397K 1.05% 25
2024
Q4 		$1.4M Buy
+21,723
New +$1.47M 0.81% 31

Other funds holding IDEV

BOF
Bank of Finland Helsinki, Finland $1.54B AUM 15.84% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
TFM
TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
NPT
Nixon Peabody Trust Boston, Massachusetts $1.41B AUM 27.78% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $759M AUM 24.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
CWG
Cornerstone Wealth Group Huntersville, North Carolina $1.69B AUM 28.24% 1-Year Est. Return

Values Added Financial's IDEV Position: Q2 2026 in Review

Values Added Financial reduced its iShares Core MSCI International Developed Markets ETF (IDEV) stake by 8.4% in Q2 2026, selling an estimated $20.6K and leaving 2,527 shares worth $225K. The position accounts for 0.08% of the portfolio, ranked #135.

Values Added Financial first reported a position in IDEV in Q4 2024 and has held it in 4 quarters since. The position peaked at $1.9M in Q1 2025. 322 funds tracked by Wall St. Rank hold IDEV as of Q2 2026.

  • Values Added Financial held 2,527 shares of iShares Core MSCI International Developed Markets ETF worth $225K as of Q2 2026.
  • Values Added Financial sold 232 iShares Core MSCI International Developed Markets ETF shares in Q2 2026, an estimated $20.6K.
  • iShares Core MSCI International Developed Markets ETF made up 0.08% of Values Added Financial's portfolio in Q2 2026, its #135 holding.
  • Values Added Financial first reported a position in iShares Core MSCI International Developed Markets ETF in Q4 2024 and has held it in 4 quarters since.
  • Values Added Financial's iShares Core MSCI International Developed Markets ETF position peaked at $1.9M in Q1 2025.
  • 322 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q2 2026.

Based on Values Added Financial's 13F filing for Q2 2026, filed 27 Jul 2026.