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Berkeley Inc’s Invesco S&P International Developed Quality ETF IDHQ Stock Holding History

Berkeley Inc’s Portfolio IDHQ Stock Details IDHQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$29.1M Buy
664,929
+7,106
+1% +$285K 9.12% 1
2026
Q1 		$23.3M Buy
657,823
+38,337
+6% +$1.43M 7.81% 1
2025
Q4 		$21.8M Buy
619,486
+151,676
+32% +$5.24M 6.92% 1
2025
Q3 		$15.7M Buy
467,810
+10,781
+2% +$355K 5.06% 5
2025
Q2 		$15.1M Buy
457,029
+168,121
+58% +$5.28M 5.41% 4
2025
Q1 		$8.65M Buy
+288,908
New +$8.73M 4.06% 7

Other funds holding IDHQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
CWM
Cedar Wealth Management Walnut Creek, California $389M AUM 25.02% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CCM
Chaney Capital Management Lynnwood, Washington $318M AUM 20.52% 1-Year Est. Return
ICMM
Integrated Capital Management (Michigan) Bloomfield, Michigan $278M AUM 34.94% 1-Year Est. Return

Berkeley Inc's IDHQ Position: Q2 2026 in Review

Berkeley Inc increased its Invesco S&P International Developed Quality ETF (IDHQ) stake by 1.1% in Q2 2026, buying an estimated $285K and bringing the position to 664,929 shares worth $29.1M. The position accounts for 9.12% of the portfolio, ranked #1.

Berkeley Inc first reported a position in IDHQ in Q1 2025 and has held it in 6 quarters since. 124 funds tracked by Wall St. Rank hold IDHQ as of Q2 2026.

  • Berkeley Inc held 664,929 shares of Invesco S&P International Developed Quality ETF worth $29.1M as of Q2 2026.
  • Berkeley Inc bought 7,106 Invesco S&P International Developed Quality ETF shares in Q2 2026, an estimated $285K.
  • Invesco S&P International Developed Quality ETF made up 9.12% of Berkeley Inc's portfolio in Q2 2026, its #1 holding.
  • Berkeley Inc first reported a position in Invesco S&P International Developed Quality ETF in Q1 2025 and has held it in 6 quarters since.
  • 124 funds tracked by Wall St. Rank held Invesco S&P International Developed Quality ETF as of Q2 2026.

Based on Berkeley Inc's 13F filing for Q2 2026, filed 24 Jul 2026.