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West Wealth Group’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

West Wealth 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
Q1 		$207K Sell
2,477
-66
-3% -$5.68K 0.04% 127
2025
Q4 		$210K Buy
2,543
+34
+1% +$2.76K 0.04% 122
2025
Q3 		$202K Buy
+2,509
New +$195K 0.05% 122

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

West Wealth Group's IDEV Position: Q1 2026 in Review

West Wealth Group reduced its iShares Core MSCI International Developed Markets ETF (IDEV) stake by 2.6% in Q1 2026, selling an estimated $5.68K and leaving 2,477 shares worth $207K. The position accounts for 0.04% of the portfolio, ranked #127.

West Wealth Group first reported a position in IDEV in Q3 2025 and has held it in 3 quarters since. The position peaked at $210K in Q4 2025. 706 funds tracked by Wall St. Rank hold IDEV as of Q1 2026.

  • West Wealth Group held 2,477 shares of iShares Core MSCI International Developed Markets ETF worth $207K as of Q1 2026.
  • West Wealth Group sold 66 iShares Core MSCI International Developed Markets ETF shares in Q1 2026, an estimated $5.68K.
  • iShares Core MSCI International Developed Markets ETF made up 0.04% of West Wealth Group's portfolio in Q1 2026, its #127 holding.
  • West Wealth Group first reported a position in iShares Core MSCI International Developed Markets ETF in Q3 2025 and has held it in 3 quarters since.
  • West Wealth Group's iShares Core MSCI International Developed Markets ETF position peaked at $210K in Q4 2025.
  • 706 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q1 2026.

Based on West Wealth Group's 13F filing for Q1 2026, filed 12 May 2026.