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

Waverly 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
2026 Q2	$477K	Hold	15,901	–	–	﹤0.01%	1200
2026 Q1	$452K	Hold	15,901	–	–	﹤0.01%	1128
2025 Q4	$458K	Buy	+15,901	New	+$451K	﹤0.01%	1045

Other funds holding BIDD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VPP

Vertex Planning Partners Downers Grove, Illinois $673M AUM 20.81% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Waverly Advisors's BIDD Position: Q2 2026 in Review

Waverly Advisors held its iShares International Dividend Active ETF (BIDD) position steady in Q2 2026 at 15,901 shares worth $477K. The position accounts for ﹤0.01% of the portfolio, ranked #1200.

Waverly Advisors first reported a position in BIDD in Q4 2025 and has held it in 3 quarters since. 88 funds tracked by Wall St. Rank hold BIDD as of Q2 2026.

Waverly Advisors held 15,901 shares of iShares International Dividend Active ETF worth $477K as of Q2 2026.
Waverly Advisors left its iShares International Dividend Active ETF share count unchanged in Q2 2026.
iShares International Dividend Active ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1200 holding.
Waverly Advisors first reported a position in iShares International Dividend Active ETF in Q4 2025 and has held it in 3 quarters since.
88 funds tracked by Wall St. Rank held iShares International Dividend Active ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.