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Winter & Associates’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

Winter & Associates’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 		$390K Sell
4,384
-1,683
-28% -$149K 0.29% 51
2026
Q1 		$515K Sell
6,067
-290
-5% -$25K 0.45% 44
2025
Q4 		$524K Buy
+6,357
New +$517K 0.48% 44

Other funds holding IDEV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BOK
Bank of Korea Seoul, South Korea $3.89B AUM
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Winter & Associates's IDEV Position: Q2 2026 in Review

Winter & Associates reduced its iShares Core MSCI International Developed Markets ETF (IDEV) stake by 28% in Q2 2026, selling an estimated $149K and leaving 4,384 shares worth $390K. The position accounts for 0.29% of the portfolio, ranked #51.

Winter & Associates first reported a position in IDEV in Q4 2025 and has held it in 3 quarters since. The position peaked at $524K in Q4 2025. 740 funds tracked by Wall St. Rank hold IDEV as of Q2 2026.

  • Winter & Associates held 4,384 shares of iShares Core MSCI International Developed Markets ETF worth $390K as of Q2 2026.
  • Winter & Associates sold 1,683 iShares Core MSCI International Developed Markets ETF shares in Q2 2026, an estimated $149K.
  • iShares Core MSCI International Developed Markets ETF made up 0.29% of Winter & Associates's portfolio in Q2 2026, its #51 holding.
  • Winter & Associates first reported a position in iShares Core MSCI International Developed Markets ETF in Q4 2025 and has held it in 3 quarters since.
  • Winter & Associates's iShares Core MSCI International Developed Markets ETF position peaked at $524K in Q4 2025.
  • 740 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q2 2026.

Based on Winter & Associates's 13F filing for Q2 2026, filed 9 Jul 2026.