Blue Trust Inc
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Blue Trust Inc’s Brandes International ETF BINV Stock Holding History

Blue Trust Inc’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 		– Sell
-103
Closed -$4.34K – 2548
2026
Q2 		$4.34K Buy
+103
New +$4.39K ﹤0.01% 2049

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Nvest Wealth Strategies
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Security National Bank
Security National Bank Omaha, Nebraska $865M AUM 30.55% 1-Year Est. Return
Kelleher Financial Advisors
Kelleher Financial Advisors New York $377M AUM 12.39% 1-Year Est. Return
Balance Wealth
Balance Wealth Delaware, Ohio $417M AUM 14.07% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Summit Wealth Group (Colorado)
Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.58B AUM 19.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Blue Trust Inc's BINV Position: Q3 2026 in Review

Blue Trust Inc sold out of Brandes International ETF (BINV) in Q3 2026, closing a stake of 103 shares — an estimated $4.34K sold.

Blue Trust Inc first reported a position in BINV in Q2 2026 and held it in 1 quarter. The position peaked at $4.34K in Q2 2026. 27 funds tracked by Wall St. Rank hold BINV as of Q3 2026.

  • Blue Trust Inc reported no remaining Brandes International ETF position as of Q3 2026 after selling out during the quarter.
  • Blue Trust Inc sold 103 Brandes International ETF shares in Q3 2026, an estimated $4.34K.
  • Blue Trust Inc first reported a position in Brandes International ETF in Q2 2026 and held it in 1 quarter.
  • Blue Trust Inc's Brandes International ETF position peaked at $4.34K in Q2 2026.
  • 27 funds tracked by Wall St. Rank held Brandes International ETF as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.