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Balance Wealth’s Brandes International ETF BINV Stock Holding History

Balance Wealth’s Portfolio BINV Stock Details BINV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.13M Buy
193,680
+11,805
+6% +$503K 2.16% 12
2026
Q1 		$7.5M Sell
181,875
-1,785
-1% -$75.2K 2.33% 10
2025
Q4 		$7.37M Sell
183,660
-10,947
-6% -$430K 2.37% 9
2025
Q3 		$7.48M Buy
194,607
+45,852
+31% +$1.7M 1.85% 11
2025
Q2 		$5.33M Buy
148,755
+45,561
+44% +$1.56M 3.12% 5
2025
Q1 		$3.41M Buy
+103,194
New +$3.32M 2.22% 11

Other funds holding BINV

BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
NWS
Nvest Wealth Strategies Powell, Ohio $160M AUM
SNB
Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
FC
Fjell Capital Fargo, North Dakota $147M AUM 28.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Balance Wealth's BINV Position: Q2 2026 in Review

Balance Wealth increased its Brandes International ETF (BINV) stake by 6.5% in Q2 2026, buying an estimated $503K and bringing the position to 193,680 shares worth $8.13M. The position accounts for 2.16% of the portfolio, ranked #12.

Balance Wealth first reported a position in BINV in Q1 2025 and has held it in 6 quarters since. 10 funds tracked by Wall St. Rank hold BINV as of Q2 2026.

  • Balance Wealth held 193,680 shares of Brandes International ETF worth $8.13M as of Q2 2026.
  • Balance Wealth bought 11,805 Brandes International ETF shares in Q2 2026, an estimated $503K.
  • Brandes International ETF made up 2.16% of Balance Wealth's portfolio in Q2 2026, its #12 holding.
  • Balance Wealth first reported a position in Brandes International ETF in Q1 2025 and has held it in 6 quarters since.
  • 10 funds tracked by Wall St. Rank held Brandes International ETF as of Q2 2026.

Based on Balance Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.