Amplius Wealth Advisors’s iShares MSCI BIC ETF BKF Stock Holding History

Amplius Wealth Advisors’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
2022 Q1	–	Sell	-30	Closed	-$1K	–	253
2021 Q4	$1K	Buy	+30	New	+$1.43K	﹤0.01%	877

Other funds holding BKF

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CCA

Cottonwood Capital Advisors Salt Lake City, Utah $142M AUM 18.94% 1-Year Est. Return

Amplius Wealth Advisors's BKF Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of iShares MSCI BIC ETF (BKF) in Q1 2022, closing a stake of 30 shares — an estimated $1K sold.

Amplius Wealth Advisors first reported a position in BKF in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 56 funds tracked by Wall St. Rank hold BKF as of Q1 2022.

Amplius Wealth Advisors reported no remaining iShares MSCI BIC ETF position as of Q1 2022 after selling out during the quarter.
Amplius Wealth Advisors sold 30 iShares MSCI BIC ETF shares in Q1 2022, an estimated $1K.
Amplius Wealth Advisors first reported a position in iShares MSCI BIC ETF in Q4 2021 and held it in 1 quarter.
Amplius Wealth Advisors's iShares MSCI BIC ETF position peaked at $1K in Q4 2021.
56 funds tracked by Wall St. Rank held iShares MSCI BIC ETF as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.