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GeoWealth Management’s iShares International Dividend Active ETF BIDD Stock Holding History

GeoWealth Management’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
2025
Q4 		– Sell
-10,616
Closed -$297K – 832
2025
Q3 		$297K Buy
+10,616
New +$289K 0.01% 598

Other funds holding BIDD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
VPP
Vertex Planning Partners Downers Grove, Illinois $673M AUM 20.81% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GeoWealth Management's BIDD Position: Q4 2025 in Review

GeoWealth Management sold out of iShares International Dividend Active ETF (BIDD) in Q4 2025, closing a stake of 10,616 shares — an estimated $297K sold.

GeoWealth Management first reported a position in BIDD in Q3 2025 and held it in 1 quarter. The position peaked at $297K in Q3 2025. 91 funds tracked by Wall St. Rank hold BIDD as of Q4 2025.

  • GeoWealth Management reported no remaining iShares International Dividend Active ETF position as of Q4 2025 after selling out during the quarter.
  • GeoWealth Management sold 10,616 iShares International Dividend Active ETF shares in Q4 2025, an estimated $297K.
  • GeoWealth Management first reported a position in iShares International Dividend Active ETF in Q3 2025 and held it in 1 quarter.
  • GeoWealth Management's iShares International Dividend Active ETF position peaked at $297K in Q3 2025.
  • 91 funds tracked by Wall St. Rank held iShares International Dividend Active ETF as of Q4 2025.

Based on GeoWealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.