BlackRock
TAX

BlackRock’s Cambria Tax Aware ETF TAX Stock Holding History

BlackRock’s Portfolio TAX Stock Details TAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-5,999
Closed -$156K – 5631
2025
Q2 		$156K Hold
5,999
– – ﹤0.01% 4734
2025
Q1 		$138K Hold
5,999
– – ﹤0.01% 4684
2024
Q4 		$146K Buy
+5,999
New +$148K ﹤0.01% 4684

Other funds holding TAX

KNW
Kesler Norman & Wride Ogden, Utah $631M AUM 27.63% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
SWM
Seed Wealth Management Evanston, Illinois $158M AUM 17.51% 1-Year Est. Return

BlackRock's TAX Position: Q3 2025 in Review

BlackRock sold out of Cambria Tax Aware ETF (TAX) in Q3 2025, closing a stake of 5,999 shares — an estimated $156K sold.

BlackRock first reported a position in TAX in Q4 2024 and held it in 3 quarters. The position peaked at $156K in Q2 2025. 11 funds tracked by Wall St. Rank hold TAX as of Q3 2025.

  • BlackRock reported no remaining Cambria Tax Aware ETF position as of Q3 2025 after selling out during the quarter.
  • BlackRock sold 5,999 Cambria Tax Aware ETF shares in Q3 2025, an estimated $156K.
  • BlackRock first reported a position in Cambria Tax Aware ETF in Q4 2024 and held it in 3 quarters.
  • BlackRock's Cambria Tax Aware ETF position peaked at $156K in Q2 2025.
  • 11 funds tracked by Wall St. Rank held Cambria Tax Aware ETF as of Q3 2025.

Based on BlackRock's 13F filing for Q3 2025, filed 12 Nov 2025.