IDEV β€” ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF

Ownership history in Icon Wealth Advisors, LLC  Β·  5 quarters on record

AI Ownership Summary

Icon Wealth Advisors, LLC reported ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF (IDEV) in 5 quarterly 13F filings from 2024 Q3 through 2025 Q3. Peak portfolio weight reached 0.06% in 2024 Q4. The latest visible filing shows IDEV at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IDEV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Icon Wealth Advisors, LLC's position in ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

IDEV was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Icon Wealth Advisors, LLC held IDEV β€” position size vs. price
% of Fund (quarterly)    IDEV price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 2,170 +573 +35.9% 0.01% $174K 2025-11-14 $79.79
2025 Q2 ADDED 1,597 +83 +5.5% 0.01% $121K 2025-08-14 $76.73
2025 Q1 REDUCED 1,514 -9,437 -86.2% 0.01% $104K 2025-05-15 $71.06
2024 Q4 ADDED 10,951 +9,308 +566.5% 0.06% $706K 2025-02-14 $66.99
2024 Q3 INITIATED 1,643 β€” β€” 0.02% $211K 2024-11-12 $63.22

FAQ About Icon Wealth Advisors, LLC and IDEV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Icon Wealth Advisors, LLC reported owning IDEV?

Icon Wealth Advisors, LLC reported IDEV across 5 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported IDEV position in Icon Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for IDEV was 0.06% in 2024 Q4.

What is the latest reported IDEV position on this page?

The most recent filing on this page is 2025 Q3, when Icon Wealth Advisors, LLC reported 2,170 shares, equal to 0.01% of portfolio, with an estimated market value of $174K.

What does the chart on this IDEV ownership page compare?

The chart compares Icon Wealth Advisors, LLC's quarterly IDEV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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