Williams & Novak’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

Williams & Novak’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 Q3	$556K	Sell	6,210 -240	-4%	-$21.9K	0.33%	67
2026 Q2	$574K	Hold	6,450	–	–	0.38%	69
2026 Q1	$547K	Hold	6,450	–	–	0.41%	63
2025 Q4	$532K	Hold	6,450	–	–	0.4%	62
2025 Q3	$517K	Hold	6,450	–	–	0.4%	62
2025 Q2	$490K	Sell	6,450 -1,600	-20%	-$116K	0.42%	65
2025 Q1	$556K	Sell	8,050 -235	-3%	-$16K	0.54%	47
2024 Q4	$534K	Sell	8,285 -100	-1%	-$6.75K	0.52%	52
2024 Q3	$594K	Sell	8,385 -1,000	-11%	-$67.8K	0.55%	48
2024 Q2	$616K	Sell	9,385 -1,585	-14%	-$105K	0.57%	45
2024 Q1	$698K	Hold	10,970	–	–	0.79%	37
2023 Q4	$698K	Buy	+10,970	New	+$654K	0.79%	37

Other funds holding IDEV

Bank of Finland Helsinki, Finland $1.38B AUM 11.75% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return

Financial Planning Navigators Maple Grove, Minnesota $274M AUM 13.83% 1-Year Est. Return

Standpoint Asset Management Scottsdale, Arizona $514M AUM 14.59% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return

Williams & Novak's IDEV Position: Q3 2026 in Review

Williams & Novak reduced its iShares Core MSCI International Developed Markets ETF (IDEV) stake by 3.7% in Q3 2026, selling an estimated $21.9K and leaving 6,210 shares worth $556K. The position accounts for 0.33% of the portfolio, ranked #67.

Williams & Novak first reported a position in IDEV in Q4 2023 and has held it in 12 quarters since. The position peaked at $698K in Q1 2024. 194 funds tracked by Wall St. Rank hold IDEV as of Q3 2026.

Williams & Novak held 6,210 shares of iShares Core MSCI International Developed Markets ETF worth $556K as of Q3 2026.
Williams & Novak sold 240 iShares Core MSCI International Developed Markets ETF shares in Q3 2026, an estimated $21.9K.
iShares Core MSCI International Developed Markets ETF made up 0.33% of Williams & Novak's portfolio in Q3 2026, its #67 holding.
Williams & Novak first reported a position in iShares Core MSCI International Developed Markets ETF in Q4 2023 and has held it in 12 quarters since.
Williams & Novak's iShares Core MSCI International Developed Markets ETF position peaked at $698K in Q1 2024.
194 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q3 2026.

Based on Williams & Novak's 13F filing for Q3 2026, filed 9 Oct 2026.