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

Beam 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
2021
Q2 		– Sell
-14,067
Closed -$741K – 141
2021
Q1 		$741K Buy
14,067
+137
+1% +$7.6K 0.66% 54
2020
Q4 		$727K Sell
13,930
-2,189
-14% -$109K 0.69% 51
2020
Q3 		$749K Sell
16,119
-317
-2% -$14.6K 0.7% 46
2020
Q2 		$751K Buy
16,436
+3,005
+22% +$117K 0.76% 44
2020
Q1 		$479K Buy
+13,431
New +$567K 0.47% 69

Other funds holding BKF

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Flow Traders U.S.
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Pure Financial Advisors
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
SCI
S&CO Inc Boston, Massachusetts $1.73B AUM 26.69% 1-Year Est. Return

Beam Wealth Advisors's BKF Position: Q2 2021 in Review

Beam Wealth Advisors sold out of iShares MSCI BIC ETF (BKF) in Q2 2021, closing a stake of 14,067 shares — an estimated $741K sold.

Beam Wealth Advisors first reported a position in BKF in Q1 2020 and held it in 5 quarters. The position peaked at $751K in Q2 2020. 56 funds tracked by Wall St. Rank hold BKF as of Q2 2021.

  • Beam Wealth Advisors reported no remaining iShares MSCI BIC ETF position as of Q2 2021 after selling out during the quarter.
  • Beam Wealth Advisors sold 14,067 iShares MSCI BIC ETF shares in Q2 2021, an estimated $741K.
  • Beam Wealth Advisors first reported a position in iShares MSCI BIC ETF in Q1 2020 and held it in 5 quarters.
  • Beam Wealth Advisors's iShares MSCI BIC ETF position peaked at $751K in Q2 2020.
  • 56 funds tracked by Wall St. Rank held iShares MSCI BIC ETF as of Q2 2021.

Based on Beam Wealth Advisors's 13F filing for Q2 2021, filed 13 Jul 2021.