Center for Financial Planning’s iShares International Dividend Active ETF BIDD Stock Holding History

Center for Financial Planning’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 Q1	–	Sell	-214	Closed	-$5.28K	–	749
2024 Q4	$5.28K	Buy	+214	New	+$5.42K	﹤0.01%	482

Other funds holding BIDD

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

MCA

Midwest Capital Advisors Grand Rapids, Michigan $214M AUM 17.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Center for Financial Planning's BIDD Position: Q1 2025 in Review

Center for Financial Planning sold out of iShares International Dividend Active ETF (BIDD) in Q1 2025, closing a stake of 214 shares — an estimated $5.28K sold.

Center for Financial Planning first reported a position in BIDD in Q4 2024 and held it in 1 quarter. The position peaked at $5.28K in Q4 2024. 100 funds tracked by Wall St. Rank hold BIDD as of Q1 2025.

Center for Financial Planning reported no remaining iShares International Dividend Active ETF position as of Q1 2025 after selling out during the quarter.
Center for Financial Planning sold 214 iShares International Dividend Active ETF shares in Q1 2025, an estimated $5.28K.
Center for Financial Planning first reported a position in iShares International Dividend Active ETF in Q4 2024 and held it in 1 quarter.
Center for Financial Planning's iShares International Dividend Active ETF position peaked at $5.28K in Q4 2024.
100 funds tracked by Wall St. Rank held iShares International Dividend Active ETF as of Q1 2025.

Based on Center for Financial Planning's 13F filing for Q1 2025, filed 22 Apr 2025.