WA
IDEV icon

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

Waverly 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 		$218K Sell
2,610
-213
-8% -$18.3K ﹤0.01% 1452
2025
Q4 		$233K Buy
2,823
+191
+7% +$15.5K ﹤0.01% 1328
2025
Q3 		$211K Buy
+2,632
New +$205K ﹤0.01% 1198

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

Waverly Advisors's IDEV Position: Q1 2026 in Review

Waverly Advisors reduced its iShares Core MSCI International Developed Markets ETF (IDEV) stake by 7.5% in Q1 2026, selling an estimated $18.3K and leaving 2,610 shares worth $218K. The position accounts for ﹤0.01% of the portfolio, ranked #1452.

Waverly Advisors first reported a position in IDEV in Q3 2025 and has held it in 3 quarters since. The position peaked at $233K in Q4 2025. 706 funds tracked by Wall St. Rank hold IDEV as of Q1 2026.

  • Waverly Advisors held 2,610 shares of iShares Core MSCI International Developed Markets ETF worth $218K as of Q1 2026.
  • Waverly Advisors sold 213 iShares Core MSCI International Developed Markets ETF shares in Q1 2026, an estimated $18.3K.
  • iShares Core MSCI International Developed Markets ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1452 holding.
  • Waverly Advisors first reported a position in iShares Core MSCI International Developed Markets ETF in Q3 2025 and has held it in 3 quarters since.
  • Waverly Advisors's iShares Core MSCI International Developed Markets ETF position peaked at $233K in Q4 2025.
  • 706 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q1 2026.

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