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

Ethos 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	$549K	Sell	18,935 -4,594	-20%	-$141K	0.04%	339
2026 Q1	$669K	Sell	23,529 -161,065	-87%	-$4.8M	0.05%	264
2025 Q4	$5.32M	Sell	184,594 -29,187	-14%	-$829K	0.39%	60
2025 Q3	$5.98M	Buy	213,781 +168,238	+369%	+$4.58M	0.47%	57
2025 Q2	$1.24M	Buy	+45,543	New	+$1.2M	0.11%	153

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

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

Ethos Financial Group reduced its iShares International Dividend Active ETF (BIDD) stake by 20% in Q2 2026, selling an estimated $141K and leaving 18,935 shares worth $549K. The position accounts for 0.04% of the portfolio, ranked #339.

Ethos Financial Group first reported a position in BIDD in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.98M in Q3 2025. 89 funds tracked by Wall St. Rank hold BIDD as of Q2 2026.

Ethos Financial Group held 18,935 shares of iShares International Dividend Active ETF worth $549K as of Q2 2026.
Ethos Financial Group sold 4,594 iShares International Dividend Active ETF shares in Q2 2026, an estimated $141K.
iShares International Dividend Active ETF made up 0.04% of Ethos Financial Group's portfolio in Q2 2026, its #339 holding.
Ethos Financial Group first reported a position in iShares International Dividend Active ETF in Q2 2025 and has held it in 5 quarters since.
Ethos Financial Group's iShares International Dividend Active ETF position peaked at $5.98M in Q3 2025.
89 funds tracked by Wall St. Rank held iShares International Dividend Active ETF as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.