Beacon Financial Group
BIDD icon

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
Q3 		$2.16M Sell
71,464
-1,150
-2% -$34.9K 0.19% 110
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

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Ehrlich Financial Group
Ehrlich Financial Group Laguna Niguel, California $193M AUM 12.8% 1-Year Est. Return
NVWM LLC
NVWM LLC Yardley, Pennsylvania $533M AUM 27.53% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
TS Financial Group (TSFG)
TS Financial Group (TSFG) Lake Forest, Illinois $434M AUM 15.71% 1-Year Est. Return
Unique Wealth
Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Clarity Asset Management
Clarity Asset Management Ames, Iowa $205M AUM 9.85% 1-Year Est. Return

Beacon Financial Group's BIDD Position: Q3 2026 in Review

Beacon Financial Group reduced its iShares International Dividend Active ETF (BIDD) stake by 1.6% in Q3 2026, selling an estimated $34.9K and leaving 71,464 shares worth $2.16M. The position accounts for 0.19% of the portfolio, ranked #110.

Beacon Financial Group first reported a position in BIDD in Q4 2024 and has held it in 8 quarters since. The position peaked at $25.8M in Q2 2025. 18 funds tracked by Wall St. Rank hold BIDD as of Q3 2026.

  • Beacon Financial Group held 71,464 shares of iShares International Dividend Active ETF worth $2.16M as of Q3 2026.
  • Beacon Financial Group sold 1,150 iShares International Dividend Active ETF shares in Q3 2026, an estimated $34.9K.
  • iShares International Dividend Active ETF made up 0.19% of Beacon Financial Group's portfolio in Q3 2026, its #110 holding.
  • Beacon Financial Group first reported a position in iShares International Dividend Active ETF in Q4 2024 and has held it in 8 quarters since.
  • Beacon Financial Group's iShares International Dividend Active ETF position peaked at $25.8M in Q2 2025.
  • 18 funds tracked by Wall St. Rank held iShares International Dividend Active ETF as of Q3 2026.

Based on Beacon Financial Group's 13F filing for Q3 2026, filed 19 Oct 2026.