EWA
BLK icon

ERTS Wealth Advisors’s Blackrock BLK Stock Holding History

ERTS Wealth Advisors’s Portfolio BLK Stock Details BLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-374
Closed -$354K – 36
2025
Q1 		$354K Sell
374
-15
-4% -$14.7K 0.07% 58
2024
Q4 		$399K Sell
389
-47
-11% -$47.7K 0.08% 56
2024
Q3 		$414K Sell
436
-35
-7% -$30.3K 0.08% 54
2024
Q2 		$371K Sell
471
-11
-2% -$8.58K 0.07% 61
2024
Q1 		$402K Sell
482
-56
-10% -$45K 0.08% 57
2023
Q4 		$437K Buy
538
+15
+3% +$10.5K 0.09% 49
2023
Q3 		$338K Sell
523
-5
-0.9% -$3.49K 0.08% 58
2023
Q2 		$365K Sell
528
-33
-6% -$22.1K 0.09% 58
2023
Q1 		$375K Sell
561
-37
-6% -$26.1K 0.09% 58
2022
Q4 		$424K Buy
598
+10
+2% +$6.68K 0.11% 61
2022
Q3 		$324K Buy
588
+2
+0.3% +$1.31K 0.09% 61
2022
Q2 		$357K Buy
586
+58
+11% +$37.8K 0.1% 61
2022
Q1 		$403K Sell
528
-68
-11% -$53.1K 0.11% 53
2021
Q4 		$544K Sell
596
-14
-2% -$12.8K 0.13% 50
2021
Q3 		$512K Hold
610
– – 0.13% 47
2021
Q2 		$534K Sell
610
-18
-3% -$15.2K 0.14% 49
2021
Q1 		$473K Sell
628
-32
-5% -$23.2K 0.14% 53
2020
Q4 		$476K Sell
660
-42
-6% -$27.9K 0.15% 51
2020
Q3 		$396K Sell
702
-33
-4% -$18.8K 0.15% 53
2020
Q2 		$400K Sell
735
-24
-3% -$12.1K 0.16% 54
2020
Q1 		$334K Buy
759
+43
+6% +$21.2K 0.16% 62
2019
Q4 		$360K Buy
716
+68
+10% +$32.3K 0.16% 57
2019
Q3 		$289K Buy
648
+73
+13% +$32.5K 0.15% 64
2019
Q2 		$270K Sell
575
-50
-8% -$22.6K 0.15% 69
2019
Q1 		$267K Buy
625
+68
+12% +$28.5K 0.16% 66
2018
Q4 		$219K Buy
+557
New +$228K 0.16% 69

Other funds holding BLK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

ERTS Wealth Advisors's BLK Position: Q2 2025 in Review

ERTS Wealth Advisors sold out of Blackrock (BLK) in Q2 2025, closing a stake of 374 shares — an estimated $354K sold.

ERTS Wealth Advisors first reported a position in BLK in Q4 2018 and held it in 26 quarters. The position peaked at $544K in Q4 2021. 2,219 funds tracked by Wall St. Rank hold BLK as of Q2 2025.

  • ERTS Wealth Advisors reported no remaining Blackrock position as of Q2 2025 after selling out during the quarter.
  • ERTS Wealth Advisors sold 374 Blackrock shares in Q2 2025, an estimated $354K.
  • ERTS Wealth Advisors first reported a position in Blackrock in Q4 2018 and held it in 26 quarters.
  • ERTS Wealth Advisors's Blackrock position peaked at $544K in Q4 2021.
  • 2,219 funds tracked by Wall St. Rank held Blackrock as of Q2 2025.

Based on ERTS Wealth Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.