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 Q3	$1.52M	Sell	50,159 -10,846	-18%	-$329K	0.78%	34
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

CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return

Beacon Financial Group Dallas, Texas $1.11B AUM 15.9% 1-Year Est. Return

Fortress Financial Group Rochester, Minnesota $205M AUM 15.03% 1-Year Est. Return

NVWM LLC Yardley, Pennsylvania $533M AUM 27.53% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

TS Financial Group (TSFG) Lake Forest, Illinois $434M AUM 15.71% 1-Year Est. Return

Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Clarity Asset Management Ames, Iowa $205M AUM 9.85% 1-Year Est. Return

Ehrlich Financial Group's BIDD Position: Q3 2026 in Review

Ehrlich Financial Group reduced its iShares International Dividend Active ETF (BIDD) stake by 18% in Q3 2026, selling an estimated $329K and leaving 50,159 shares worth $1.52M. The position accounts for 0.78% of the portfolio, ranked #34.

Ehrlich Financial Group first reported a position in BIDD in Q1 2025 and has held it in 7 quarters since. The position peaked at $2.77M in Q2 2025. 17 funds tracked by Wall St. Rank hold BIDD as of Q3 2026.

Ehrlich Financial Group held 50,159 shares of iShares International Dividend Active ETF worth $1.52M as of Q3 2026.
Ehrlich Financial Group sold 10,846 iShares International Dividend Active ETF shares in Q3 2026, an estimated $329K.
iShares International Dividend Active ETF made up 0.78% of Ehrlich Financial Group's portfolio in Q3 2026, its #34 holding.
Ehrlich Financial Group first reported a position in iShares International Dividend Active ETF in Q1 2025 and has held it in 7 quarters since.
Ehrlich Financial Group's iShares International Dividend Active ETF position peaked at $2.77M in Q2 2025.
17 funds tracked by Wall St. Rank held iShares International Dividend Active ETF as of Q3 2026.

Based on Ehrlich Financial Group's 13F filing for Q3 2026, filed 20 Oct 2026.