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

WMG Financial 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 Q2	$378K	Sell	4,249 -85	-2%	-$7.53K	0.14%	69
2026 Q1	$362K	Sell	4,334 -27	-0.6%	-$2.32K	0.15%	64
2025 Q4	$360K	Sell	4,361 -90	-2%	-$7.31K	0.15%	75
2025 Q3	$357K	Sell	4,451 -756	-15%	-$58.8K	0.12%	119
2025 Q2	$396K	Sell	5,207 -99	-2%	-$7.16K	0.15%	100
2025 Q1	$366K	Sell	5,306 -110	-2%	-$7.5K	0.16%	92
2024 Q4	$349K	Buy	5,416 +331	+7%	+$22.3K	0.15%	99
2024 Q3	$360K	Buy	5,085 +295	+6%	+$20K	0.16%	90
2024 Q2	$314K	Buy	4,790 +197	+4%	+$13.1K	0.17%	89
2024 Q1	$308K	Buy	+4,593	New	+$296K	0.18%	89

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Riversedge Advisors Wilmington, Delaware $759M AUM 24.25% 1-Year Est. Return

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

WMG Financial Advisors's IDEV Position: Q2 2026 in Review

WMG Financial Advisors reduced its iShares Core MSCI International Developed Markets ETF (IDEV) stake by 2% in Q2 2026, selling an estimated $7.53K and leaving 4,249 shares worth $378K. The position accounts for 0.14% of the portfolio, ranked #69.

WMG Financial Advisors first reported a position in IDEV in Q1 2024 and has held it in 10 quarters since. The position peaked at $396K in Q2 2025. 357 funds tracked by Wall St. Rank hold IDEV as of Q2 2026.

WMG Financial Advisors held 4,249 shares of iShares Core MSCI International Developed Markets ETF worth $378K as of Q2 2026.
WMG Financial Advisors sold 85 iShares Core MSCI International Developed Markets ETF shares in Q2 2026, an estimated $7.53K.
iShares Core MSCI International Developed Markets ETF made up 0.14% of WMG Financial Advisors's portfolio in Q2 2026, its #69 holding.
WMG Financial Advisors first reported a position in iShares Core MSCI International Developed Markets ETF in Q1 2024 and has held it in 10 quarters since.
WMG Financial Advisors's iShares Core MSCI International Developed Markets ETF position peaked at $396K in Q2 2025.
357 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q2 2026.

Based on WMG Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.