AFW
BIDD

Avantra Family Wealth’s iShares International Dividend Active ETF BIDD Stock Holding History

Avantra Family Wealth’s Portfolio BIDD Stock Details BIDD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-14,116
Closed -$395K – 165
2025
Q3 		$395K Buy
+14,116
New +$385K 0.3% 101

Other funds holding BIDD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
VPP
Vertex Planning Partners Downers Grove, Illinois $515M AUM 14.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Avantra Family Wealth's BIDD Position: Q4 2025 in Review

Avantra Family Wealth sold out of iShares International Dividend Active ETF (BIDD) in Q4 2025, closing a stake of 14,116 shares — an estimated $395K sold.

Avantra Family Wealth first reported a position in BIDD in Q3 2025 and held it in 1 quarter. The position peaked at $395K in Q3 2025. 91 funds tracked by Wall St. Rank hold BIDD as of Q4 2025.

  • Avantra Family Wealth reported no remaining iShares International Dividend Active ETF position as of Q4 2025 after selling out during the quarter.
  • Avantra Family Wealth sold 14,116 iShares International Dividend Active ETF shares in Q4 2025, an estimated $395K.
  • Avantra Family Wealth first reported a position in iShares International Dividend Active ETF in Q3 2025 and held it in 1 quarter.
  • Avantra Family Wealth's iShares International Dividend Active ETF position peaked at $395K in Q3 2025.
  • 91 funds tracked by Wall St. Rank held iShares International Dividend Active ETF as of Q4 2025.

Based on Avantra Family Wealth's 13F filing for Q4 2025, filed 21 Jan 2026.