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Principia Wealth Advisory’s Brandes International ETF BINV Stock Holding History

Principia Wealth Advisory’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 		$12.9K Sell
307
-1
-0.3% -$43 0.01% 216
2026
Q1 		$12.4K Buy
308
+5
+2% +$211 0.01% 194
2025
Q4 		$12.1K Buy
303
+76
+33% +$2.98K 0.01% 181
2025
Q3 		$8.72K Buy
227
+2
+0.9% +$74 0.01% 219
2025
Q2 		$8.03K Buy
+225
New +$7.71K 0.01% 188

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

Principia Wealth Advisory's BINV Position: Q2 2026 in Review

Principia Wealth Advisory reduced its Brandes International ETF (BINV) stake by 0.32% in Q2 2026, selling an estimated $43 and leaving 307 shares worth $12.9K. The position accounts for 0.01% of the portfolio, ranked #216.

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

  • Principia Wealth Advisory held 307 shares of Brandes International ETF worth $12.9K as of Q2 2026.
  • Principia Wealth Advisory sold 1 Brandes International ETF share in Q2 2026, an estimated $43.
  • Brandes International ETF made up 0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #216 holding.
  • Principia Wealth Advisory first reported a position in Brandes International ETF in Q2 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 Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.