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 Q3	$8.19M	Sell	190,099 -3,581	-2%	-$159K	1.97%	12
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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Nvest Wealth Strategies Powell, Ohio $138M AUM 16.46% 1-Year Est. Return

Security National Bank Omaha, Nebraska $865M AUM 30.55% 1-Year Est. Return

Kelleher Financial Advisors New York $377M AUM 12.39% 1-Year Est. Return

Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.58B AUM 19.35% 1-Year Est. Return

Fjell Capital Fargo, North Dakota $178M AUM 21.45% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

IAA

Ironsides Asset Advisors Rocky Mount, North Carolina $414M AUM 4.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Balance Wealth's BINV Position: Q3 2026 in Review

Balance Wealth reduced its Brandes International ETF (BINV) stake by 1.8% in Q3 2026, selling an estimated $159K and leaving 190,099 shares worth $8.19M. The position accounts for 1.97% of the portfolio, ranked #12.

Balance Wealth first reported a position in BINV in Q1 2025 and has held it in 7 quarters since. 14 funds tracked by Wall St. Rank hold BINV as of Q3 2026.

Balance Wealth held 190,099 shares of Brandes International ETF worth $8.19M as of Q3 2026.
Balance Wealth sold 3,581 Brandes International ETF shares in Q3 2026, an estimated $159K.
Brandes International ETF made up 1.97% of Balance Wealth's portfolio in Q3 2026, its #12 holding.
Balance Wealth first reported a position in Brandes International ETF in Q1 2025 and has held it in 7 quarters since.
14 funds tracked by Wall St. Rank held Brandes International ETF as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.