BTWM
BIDD

Brass Tax Wealth Management’s iShares International Dividend Active ETF BIDD Stock Holding History

Brass Tax Wealth Management’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
2025
Q3 		$445K Hold
15,901
– – 0.07% 134
2025
Q2 		$434K Hold
15,901
– – 0.08% 125
2025
Q1 		$412K Hold
15,901
– – 0.09% 115
2024
Q4 		$392K Buy
+15,901
New +$403K 0.08% 112

Other funds holding BIDD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
MCA
Midwest Capital Advisors Grand Rapids, Michigan $214M AUM 17.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Brass Tax Wealth Management's BIDD Position: Q3 2025 in Review

Brass Tax Wealth Management held its iShares International Dividend Active ETF (BIDD) position steady in Q3 2025 at 15,901 shares worth $445K. The position accounts for 0.07% of the portfolio, ranked #134.

Brass Tax Wealth Management first reported a position in BIDD in Q4 2024 and has held it in 4 quarters since. 106 funds tracked by Wall St. Rank hold BIDD as of Q3 2025.

  • Brass Tax Wealth Management held 15,901 shares of iShares International Dividend Active ETF worth $445K as of Q3 2025.
  • Brass Tax Wealth Management left its iShares International Dividend Active ETF share count unchanged in Q3 2025.
  • iShares International Dividend Active ETF made up 0.07% of Brass Tax Wealth Management's portfolio in Q3 2025, its #134 holding.
  • Brass Tax Wealth Management first reported a position in iShares International Dividend Active ETF in Q4 2024 and has held it in 4 quarters since.
  • 106 funds tracked by Wall St. Rank held iShares International Dividend Active ETF as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.