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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
Q2 		$2.53M Sell
60,350
-974
-2% -$41.5K 0.01% 842
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 $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

Integrated Wealth Concepts's BINV Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Brandes International ETF (BINV) stake by 1.6% in Q2 2026, selling an estimated $41.5K and leaving 60,350 shares worth $2.53M. The position accounts for 0.01% of the portfolio, ranked #842.

Integrated Wealth Concepts first reported a position in BINV in Q1 2025 and has held it in 5 quarters since. 43 funds tracked by Wall St. Rank hold BINV as of Q2 2026.

  • Integrated Wealth Concepts held 60,350 shares of Brandes International ETF worth $2.53M as of Q2 2026.
  • Integrated Wealth Concepts sold 974 Brandes International ETF shares in Q2 2026, an estimated $41.5K.
  • Brandes International ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #842 holding.
  • Integrated Wealth Concepts first reported a position in Brandes International ETF in Q1 2025 and has held it in 5 quarters since.
  • 43 funds tracked by Wall St. Rank held Brandes International ETF as of Q2 2026.

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