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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VPP

Vertex Planning Partners Downers Grove, Illinois $673M AUM 20.81% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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. 88 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.
88 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.