Ehrlich Financial Group’s iShares International Dividend Active ETF BIDD Stock Holding History

Ehrlich 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	$1.83M	Sell	61,005 -14,323	-19%	-$440K	0.94%	30
2026 Q1	$2.14M	Sell	75,328 -5,376	-7%	-$160K	1.23%	29
2025 Q4	$2.33M	Sell	80,704 -15,299	-16%	-$434K	1.32%	24
2025 Q3	$2.69M	Sell	96,003 -5,444	-5%	-$148K	1.59%	17
2025 Q2	$2.77M	Sell	101,447 -876	-0.9%	-$23.1K	1.79%	16
2025 Q1	$2.65M	Buy	+102,323	New	+$2.66M	1.93%	13

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

Ehrlich Financial Group's BIDD Position: Q2 2026 in Review

Ehrlich Financial Group reduced its iShares International Dividend Active ETF (BIDD) stake by 19% in Q2 2026, selling an estimated $440K and leaving 61,005 shares worth $1.83M. The position accounts for 0.94% of the portfolio, ranked #30.

Ehrlich Financial Group first reported a position in BIDD in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.77M in Q2 2025. 88 funds tracked by Wall St. Rank hold BIDD as of Q2 2026.

Ehrlich Financial Group held 61,005 shares of iShares International Dividend Active ETF worth $1.83M as of Q2 2026.
Ehrlich Financial Group sold 14,323 iShares International Dividend Active ETF shares in Q2 2026, an estimated $440K.
iShares International Dividend Active ETF made up 0.94% of Ehrlich Financial Group's portfolio in Q2 2026, its #30 holding.
Ehrlich Financial Group first reported a position in iShares International Dividend Active ETF in Q1 2025 and has held it in 6 quarters since.
Ehrlich Financial Group's iShares International Dividend Active ETF position peaked at $2.77M in Q2 2025.
88 funds tracked by Wall St. Rank held iShares International Dividend Active ETF as of Q2 2026.

Based on Ehrlich Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.