CFS Investment Advisory Services’s BlackRock Large Cap Core ETF BLCR Stock Holding History

CFS Investment Advisory Services’s Portfolio BLCR Stock Details BLCR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.25M	Sell	25,250 -6,608	-21%	-$318K	0.08%	176
2026 Q1	$1.47M	Buy	+31,858	New	+$1.36M	0.1%	154

Other funds holding BLCR

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CFS Investment Advisory Services's BLCR Position: Q2 2026 in Review

CFS Investment Advisory Services reduced its BlackRock Large Cap Core ETF (BLCR) stake by 21% in Q2 2026, selling an estimated $318K and leaving 25,250 shares worth $1.25M. The position accounts for 0.08% of the portfolio, ranked #176.

CFS Investment Advisory Services first reported a position in BLCR in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.47M in Q1 2026. 434 funds tracked by Wall St. Rank hold BLCR as of Q2 2026.

CFS Investment Advisory Services held 25,250 shares of BlackRock Large Cap Core ETF worth $1.25M as of Q2 2026.
CFS Investment Advisory Services sold 6,608 BlackRock Large Cap Core ETF shares in Q2 2026, an estimated $318K.
BlackRock Large Cap Core ETF made up 0.08% of CFS Investment Advisory Services's portfolio in Q2 2026, its #176 holding.
CFS Investment Advisory Services first reported a position in BlackRock Large Cap Core ETF in Q1 2026 and has held it in 2 quarters since.
CFS Investment Advisory Services's BlackRock Large Cap Core ETF position peaked at $1.47M in Q1 2026.
434 funds tracked by Wall St. Rank held BlackRock Large Cap Core ETF as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.