Wealth Forward LLC’s BNY Mellon International Equity ETF BKIE Stock Holding History

Wealth Forward LLC’s Portfolio BKIE Stock Details BKIE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$4.07M	Sell	121,844 -91,372	-43%	-$3.11M	1.84%	17
2026 Q2	$7.15M	Buy	213,216 +3,108	+1%	+$102K	3.56%	10
2026 Q1	$6.54M	Buy	210,108 +408	+0.2%	+$13.1K	3.69%	11
2025 Q4	$6.47M	Buy	209,700 +3,411	+2%	+$103K	3.66%	10
2025 Q3	$6.16M	Buy	+206,289	New	+$5.97M	3.58%	11

Other funds holding BKIE

RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

IWB

Innovative Wealth Building California, Maryland $181M AUM 14.1% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

IIM

IFC & Insurance Marketing Auburn, California $117M AUM 14.05% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

CFS

CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Wealth Forward LLC's BKIE Position: Q3 2026 in Review

Wealth Forward LLC reduced its BNY Mellon International Equity ETF (BKIE) stake by 43% in Q3 2026, selling an estimated $3.11M and leaving 121,844 shares worth $4.07M. The position accounts for 1.84% of the portfolio, ranked #17.

Wealth Forward LLC first reported a position in BKIE in Q3 2025 and has held it in 5 quarters since. The position peaked at $7.15M in Q2 2026. 12 funds tracked by Wall St. Rank hold BKIE as of Q3 2026.

Wealth Forward LLC held 121,844 shares of BNY Mellon International Equity ETF worth $4.07M as of Q3 2026.
Wealth Forward LLC sold 91,372 BNY Mellon International Equity ETF shares in Q3 2026, an estimated $3.11M.
BNY Mellon International Equity ETF made up 1.84% of Wealth Forward LLC's portfolio in Q3 2026, its #17 holding.
Wealth Forward LLC first reported a position in BNY Mellon International Equity ETF in Q3 2025 and has held it in 5 quarters since.
Wealth Forward LLC's BNY Mellon International Equity ETF position peaked at $7.15M in Q2 2026.
12 funds tracked by Wall St. Rank held BNY Mellon International Equity ETF as of Q3 2026.

Based on Wealth Forward LLC's 13F filing for Q3 2026, filed 14 Oct 2026.