KWA
BIDD

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

Kingswood 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
Q2 		– Sell
-19,103
Closed -$495K – 800
2025
Q1 		$495K Sell
19,103
-10,151
-35% -$264K 0.05% 399
2024
Q4 		$722K Buy
+29,254
New +$741K 0.05% 342

Other funds holding BIDD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
MCA
Midwest Capital Advisors Grand Rapids, Michigan $214M AUM 17.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Kingswood Wealth Advisors's BIDD Position: Q2 2025 in Review

Kingswood Wealth Advisors sold out of iShares International Dividend Active ETF (BIDD) in Q2 2025, closing a stake of 19,103 shares — an estimated $495K sold.

Kingswood Wealth Advisors first reported a position in BIDD in Q4 2024 and held it in 2 quarters. The position peaked at $722K in Q4 2024. 99 funds tracked by Wall St. Rank hold BIDD as of Q2 2025.

  • Kingswood Wealth Advisors reported no remaining iShares International Dividend Active ETF position as of Q2 2025 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 19,103 iShares International Dividend Active ETF shares in Q2 2025, an estimated $495K.
  • Kingswood Wealth Advisors first reported a position in iShares International Dividend Active ETF in Q4 2024 and held it in 2 quarters.
  • Kingswood Wealth Advisors's iShares International Dividend Active ETF position peaked at $722K in Q4 2024.
  • 99 funds tracked by Wall St. Rank held iShares International Dividend Active ETF as of Q2 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.