Center for Financial Planning’s iShares MSCI BIC ETF BKF Stock Holding History

Center for Financial Planning’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 Q2	–	Sell	-566	Closed	-$22K	–	533
2022 Q1	$22K	Hold	566	–	–	﹤0.01%	297
2021 Q4	$25K	Hold	566	–	–	0.01%	295
2021 Q3	$27K	Hold	566	–	–	0.01%	285
2021 Q2	$31K	Hold	566	–	–	0.01%	263
2021 Q1	$30K	Hold	566	–	–	0.01%	261
2020 Q4	$30K	Hold	566	–	–	0.01%	246
2020 Q3	$26K	Hold	566	–	–	0.01%	240
2020 Q2	$24K	Hold	566	–	–	0.01%	240
2020 Q1	$20K	Hold	566	–	–	0.01%	254
2019 Q4	$26K	Buy	+566	New	+$24.1K	0.01%	236

Other funds holding BKF

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

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

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

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

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 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

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Center for Financial Planning's BKF Position: Q2 2022 in Review

Center for Financial Planning sold out of iShares MSCI BIC ETF (BKF) in Q2 2022, closing a stake of 566 shares — an estimated $22K sold.

Center for Financial Planning first reported a position in BKF in Q4 2019 and held it in 10 quarters. The position peaked at $31K in Q2 2021. 46 funds tracked by Wall St. Rank hold BKF as of Q2 2022.

Center for Financial Planning reported no remaining iShares MSCI BIC ETF position as of Q2 2022 after selling out during the quarter.
Center for Financial Planning sold 566 iShares MSCI BIC ETF shares in Q2 2022, an estimated $22K.
Center for Financial Planning first reported a position in iShares MSCI BIC ETF in Q4 2019 and held it in 10 quarters.
Center for Financial Planning's iShares MSCI BIC ETF position peaked at $31K in Q2 2021.
46 funds tracked by Wall St. Rank held iShares MSCI BIC ETF as of Q2 2022.

Based on Center for Financial Planning's 13F filing for Q2 2022, filed 12 Aug 2022.