SWP
BIDD

ShoreHaven Wealth Partners’s iShares International Dividend Active ETF BIDD Stock Holding History

ShoreHaven Wealth Partners’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
Q4 		– Sell
-20,840
Closed -$583K – 113
2025
Q3 		$583K Sell
20,840
-915
-4% -$24.9K 0.22% 63
2025
Q2 		$594K Buy
21,755
+4,043
+23% +$106K 0.24% 63
2025
Q1 		$459K Buy
17,712
+1,102
+7% +$28.6K 0.22% 58
2024
Q4 		$410K Buy
+16,610
New +$421K 0.19% 61

Other funds holding BIDD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
VPP
Vertex Planning Partners Downers Grove, Illinois $673M AUM 20.81% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ShoreHaven Wealth Partners's BIDD Position: Q4 2025 in Review

ShoreHaven Wealth Partners sold out of iShares International Dividend Active ETF (BIDD) in Q4 2025, closing a stake of 20,840 shares — an estimated $583K sold.

ShoreHaven Wealth Partners first reported a position in BIDD in Q4 2024 and held it in 4 quarters. The position peaked at $594K in Q2 2025. 91 funds tracked by Wall St. Rank hold BIDD as of Q4 2025.

  • ShoreHaven Wealth Partners reported no remaining iShares International Dividend Active ETF position as of Q4 2025 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 20,840 iShares International Dividend Active ETF shares in Q4 2025, an estimated $583K.
  • ShoreHaven Wealth Partners first reported a position in iShares International Dividend Active ETF in Q4 2024 and held it in 4 quarters.
  • ShoreHaven Wealth Partners's iShares International Dividend Active ETF position peaked at $594K in Q2 2025.
  • 91 funds tracked by Wall St. Rank held iShares International Dividend Active ETF as of Q4 2025.

Based on ShoreHaven Wealth Partners's 13F filing for Q4 2025, filed 10 Feb 2026.