Mount Yale Investment Advisors’s iShares International Dividend Active ETF BIDD Stock Holding History

Mount Yale Investment 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 Q3	–	Sell	-6,158	Closed	-$168K	–	1674
2025 Q2	$168K	Sell	6,158 -483,994	-99%	-$12.7M	0.01%	569
2025 Q1	$12.7M	Buy	490,152 +10,716	+2%	+$278K	1.09%	13
2024 Q4	$11.8M	Buy	+479,436	New	+$12.1M	0.96%	13

Other funds holding BIDD

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

MCA

Midwest Capital Advisors Grand Rapids, Michigan $246M AUM 23.17% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Mount Yale Investment Advisors's BIDD Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of iShares International Dividend Active ETF (BIDD) in Q3 2025, closing a stake of 6,158 shares — an estimated $168K sold.

Mount Yale Investment Advisors first reported a position in BIDD in Q4 2024 and held it in 3 quarters. The position peaked at $12.7M in Q1 2025. 106 funds tracked by Wall St. Rank hold BIDD as of Q3 2025.

Mount Yale Investment Advisors reported no remaining iShares International Dividend Active ETF position as of Q3 2025 after selling out during the quarter.
Mount Yale Investment Advisors sold 6,158 iShares International Dividend Active ETF shares in Q3 2025, an estimated $168K.
Mount Yale Investment Advisors first reported a position in iShares International Dividend Active ETF in Q4 2024 and held it in 3 quarters.
Mount Yale Investment Advisors's iShares International Dividend Active ETF position peaked at $12.7M in Q1 2025.
106 funds tracked by Wall St. Rank held iShares International Dividend Active ETF as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.