BlackRock
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BlackRock’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History

BlackRock’s Portfolio USMC Stock Details USMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-32
Closed -$1K – 5848
2022
Q3 		$1K Hold
32
– – ﹤0.01% 5772
2022
Q2 		$1K Hold
32
– – ﹤0.01% 5819
2022
Q1 		$1K Hold
32
– – ﹤0.01% 5798
2021
Q4 		$1K Buy
+32
New +$1.37K ﹤0.01% 5767

Other funds holding USMC

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

BlackRock's USMC Position: Q4 2022 in Review

BlackRock sold out of Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) in Q4 2022, closing a stake of 32 shares — an estimated $1K sold.

BlackRock first reported a position in USMC in Q4 2021 and held it in 4 quarters. The position peaked at $1K in Q3 2022. 23 funds tracked by Wall St. Rank hold USMC as of Q4 2022.

  • BlackRock reported no remaining Principal Exchange-Traded Funds Principal US Mega-Cap ETF position as of Q4 2022 after selling out during the quarter.
  • BlackRock sold 32 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q4 2022, an estimated $1K.
  • BlackRock first reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in Q4 2021 and held it in 4 quarters.
  • BlackRock's Principal Exchange-Traded Funds Principal US Mega-Cap ETF position peaked at $1K in Q3 2022.
  • 23 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q4 2022.

Based on BlackRock's 13F filing for Q4 2022, filed 13 Feb 2023.