Icon Wealth Advisors’s iShares International Dividend Active ETF BIDD Stock Holding History

Icon Wealth Advisors’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	-6,656	Closed	-$186K	–	539
2025 Q3	$186K	Sell	6,656 -346	-5%	-$9.43K	0.01%	382
2025 Q2	$191K	Buy	7,002 +106	+2%	+$2.79K	0.01%	381
2025 Q1	$179K	Buy	6,896 +59	+0.9%	+$1.53K	0.01%	374
2024 Q4	$169K	Buy	+6,837	New	+$173K	0.01%	409

Other funds holding BIDD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Icon Wealth Advisors's BIDD Position: Q4 2025 in Review

Icon Wealth Advisors sold out of iShares International Dividend Active ETF (BIDD) in Q4 2025, closing a stake of 6,656 shares — an estimated $186K sold.

Icon Wealth Advisors first reported a position in BIDD in Q4 2024 and held it in 4 quarters. The position peaked at $191K in Q2 2025. 91 funds tracked by Wall St. Rank hold BIDD as of Q4 2025.

Icon Wealth Advisors reported no remaining iShares International Dividend Active ETF position as of Q4 2025 after selling out during the quarter.
Icon Wealth Advisors sold 6,656 iShares International Dividend Active ETF shares in Q4 2025, an estimated $186K.
Icon Wealth Advisors first reported a position in iShares International Dividend Active ETF in Q4 2024 and held it in 4 quarters.
Icon Wealth Advisors's iShares International Dividend Active ETF position peaked at $191K in Q2 2025.
91 funds tracked by Wall St. Rank held iShares International Dividend Active ETF as of Q4 2025.

Based on Icon Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.