BFG
BIDD

Beacon Financial Group’s iShares International Dividend Active ETF BIDD Stock Holding History

Beacon Financial Group’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
2026
Q2 		$2.18M Sell
72,614
-4,699
-6% -$144K 0.2% 114
2026
Q1 		$2.2M Sell
77,313
-318
-0.4% -$9.49K 0.22% 107
2025
Q4 		$2.24M Sell
77,631
-645,459
-89% -$18.3M 0.22% 106
2025
Q3 		$20.2M Sell
723,090
-221,118
-23% -$6.03M 1.99% 10
2025
Q2 		$25.8M Buy
944,208
+121,972
+15% +$3.21M 2.68% 3
2025
Q1 		$21.3M Sell
822,236
-31,425
-4% -$816K 2.32% 7
2024
Q4 		$21.1M Buy
+853,661
New +$21.6M 2.27% 7

Other funds holding BIDD

CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
EFG
Ehrlich Financial Group Laguna Niguel, California $194M AUM 19.44% 1-Year Est. Return
TFGT
TS Financial Group (TSFG) Lake Forest, Illinois $794M AUM 24.65% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
CAM
Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return
VR
Vision Retirement Ridgewood, New Jersey $414M AUM
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return

Beacon Financial Group's BIDD Position: Q2 2026 in Review

Beacon Financial Group reduced its iShares International Dividend Active ETF (BIDD) stake by 6.1% in Q2 2026, selling an estimated $144K and leaving 72,614 shares worth $2.18M. The position accounts for 0.2% of the portfolio, ranked #114.

Beacon Financial Group first reported a position in BIDD in Q4 2024 and has held it in 7 quarters since. The position peaked at $25.8M in Q2 2025. 16 funds tracked by Wall St. Rank hold BIDD as of Q2 2026.

  • Beacon Financial Group held 72,614 shares of iShares International Dividend Active ETF worth $2.18M as of Q2 2026.
  • Beacon Financial Group sold 4,699 iShares International Dividend Active ETF shares in Q2 2026, an estimated $144K.
  • iShares International Dividend Active ETF made up 0.2% of Beacon Financial Group's portfolio in Q2 2026, its #114 holding.
  • Beacon Financial Group first reported a position in iShares International Dividend Active ETF in Q4 2024 and has held it in 7 quarters since.
  • Beacon Financial Group's iShares International Dividend Active ETF position peaked at $25.8M in Q2 2025.
  • 16 funds tracked by Wall St. Rank held iShares International Dividend Active ETF as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.