EFG
BIDD

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

CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
TFGT
TS Financial Group (TSFG) Lake Forest, Illinois $794M AUM 24.65% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
CAM
Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return
VR
Vision Retirement Ridgewood, New Jersey $414M AUM
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 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. 16 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.
  • 16 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.