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Evolve Private Wealth’s Brandes International ETF BINV Stock Holding History

Evolve Private Wealth’s Portfolio BINV Stock Details BINV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.32M Buy
150,631
+4,737
+3% +$202K 0.39% 43
2026
Q1 		$6.01M Sell
145,894
-3,771
-3% -$159K 0.32% 50
2025
Q4 		$6.01M Buy
+149,665
New +$5.87M 0.36% 47

Other funds holding BINV

HFS
Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
NWS
Nvest Wealth Strategies Powell, Ohio $160M AUM
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SNB
Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
BW
Balance Wealth Delaware, Ohio $376M AUM 19.58% 1-Year Est. Return

Evolve Private Wealth's BINV Position: Q2 2026 in Review

Evolve Private Wealth increased its Brandes International ETF (BINV) stake by 3.2% in Q2 2026, buying an estimated $202K and bringing the position to 150,631 shares worth $6.32M. The position accounts for 0.39% of the portfolio, ranked #43.

Evolve Private Wealth first reported a position in BINV in Q4 2025 and has held it in 3 quarters since. 43 funds tracked by Wall St. Rank hold BINV as of Q2 2026.

  • Evolve Private Wealth held 150,631 shares of Brandes International ETF worth $6.32M as of Q2 2026.
  • Evolve Private Wealth bought 4,737 Brandes International ETF shares in Q2 2026, an estimated $202K.
  • Brandes International ETF made up 0.39% of Evolve Private Wealth's portfolio in Q2 2026, its #43 holding.
  • Evolve Private Wealth first reported a position in Brandes International ETF in Q4 2025 and has held it in 3 quarters since.
  • 43 funds tracked by Wall St. Rank held Brandes International ETF as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.