Integrated Wealth Concepts’s Brandes International ETF BINV Stock Holding History

Integrated Wealth Concepts’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 Q1	$2.53M	Buy	+61,324	New	+$2.58M	0.02%	672
2025 Q4	–	Sell	-53,681	Closed	-$2.06M	–	1657
2025 Q3	$2.06M	Buy	53,681 +11,423	+27%	+$423K	0.02%	662
2025 Q2	$1.52M	Buy	42,258 +458	+1%	+$15.7K	0.02%	731
2025 Q1	$1.38M	Buy	+41,800	New	+$1.35M	0.02%	692

Other funds holding BINV

HFS

Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

NWS

Nvest Wealth Strategies Powell, Ohio $160M AUM

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

SNB

Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return

Balance Wealth Delaware, Ohio $322M AUM 14.31% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

BIG

Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return

Integrated Wealth Concepts's BINV Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in Brandes International ETF (BINV) in Q1 2026: 61,324 shares worth $2.53M. The stake represents 0.02% of the portfolio and ranks #672 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in BINV as recently as Q3 2025.

Integrated Wealth Concepts first reported a position in BINV in Q1 2025 and has held it in 4 quarters since. 43 funds tracked by Wall St. Rank hold BINV as of Q1 2026.

Integrated Wealth Concepts held 61,324 shares of Brandes International ETF worth $2.53M as of Q1 2026.
Brandes International ETF was a new Integrated Wealth Concepts position in Q1 2026.
Brandes International ETF made up 0.02% of Integrated Wealth Concepts's portfolio in Q1 2026, its #672 holding.
Integrated Wealth Concepts first reported a position in Brandes International ETF in Q1 2025 and has held it in 4 quarters since.
43 funds tracked by Wall St. Rank held Brandes International ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.