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Abound Wealth Management’s iShares MSCI BIC ETF BKF Stock Holding History

Abound Wealth Management’s Portfolio BKF Stock Details BKF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-641
Closed -$29K – 1438
2025
Q3 		$29K Buy
+641
New +$27.5K 0.01% 291

Other funds holding BKF

A
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Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TPCW
TD Private Client Wealth New York $4.82B AUM 15.21% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Abound Wealth Management's BKF Position: Q4 2025 in Review

Abound Wealth Management sold out of iShares MSCI BIC ETF (BKF) in Q4 2025, closing a stake of 641 shares — an estimated $29K sold.

Abound Wealth Management first reported a position in BKF in Q3 2025 and held it in 1 quarter. The position peaked at $29K in Q3 2025. 39 funds tracked by Wall St. Rank hold BKF as of Q4 2025.

  • Abound Wealth Management reported no remaining iShares MSCI BIC ETF position as of Q4 2025 after selling out during the quarter.
  • Abound Wealth Management sold 641 iShares MSCI BIC ETF shares in Q4 2025, an estimated $29K.
  • Abound Wealth Management first reported a position in iShares MSCI BIC ETF in Q3 2025 and held it in 1 quarter.
  • Abound Wealth Management's iShares MSCI BIC ETF position peaked at $29K in Q3 2025.
  • 39 funds tracked by Wall St. Rank held iShares MSCI BIC ETF as of Q4 2025.

Based on Abound Wealth Management's 13F filing for Q4 2025, filed 12 Jan 2026.