Etesian Wealth Advisors’s Blackrock BLK Stock Holding History

Etesian 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
2026 Q2	$341K	Sell	355 -38	-10%	-$39.3K	0.1%	110
2026 Q1	$378K	Hold	393	–	–	0.12%	102
2025 Q4	$421K	Sell	393 -95	-19%	-$104K	0.13%	102
2025 Q3	$569K	Sell	488 -52	-10%	-$58.1K	0.19%	88
2025 Q2	$567K	Sell	540 -39	-7%	-$36.9K	0.21%	90
2025 Q1	$548K	Hold	579	–	–	0.24%	84
2024 Q4	$594K	Buy	+579	New	+$588K	0.26%	87
2024 Q3	–	Sell	-733	Closed	-$577K	–	141
2024 Q2	$577K	Sell	733 -43	-6%	-$33.5K	0.32%	86
2024 Q1	$647K	Sell	776 -24	-3%	-$19.3K	0.37%	81
2023 Q4	$652K	Sell	800 -48	-6%	-$33.5K	0.39%	75
2023 Q3	$548K	Buy	848 +2	+0.2%	+$1.4K	0.37%	79
2023 Q2	$585K	Sell	846 -16	-2%	-$10.7K	0.38%	80
2023 Q1	$577K	Buy	862 +64	+8%	+$45.1K	0.38%	79
2022 Q4	$566K	Buy	+798	New	+$533K	0.41%	77

Other funds holding BLK

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Etesian Wealth Advisors's BLK Position: Q2 2026 in Review

Etesian Wealth Advisors reduced its Blackrock (BLK) stake by 9.7% in Q2 2026, selling an estimated $39.3K and leaving 355 shares worth $341K. The position accounts for 0.1% of the portfolio, ranked #110.

Etesian Wealth Advisors first reported a position in BLK in Q4 2022 and has held it in 14 quarters since. The position peaked at $652K in Q4 2023. 2,328 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

Etesian Wealth Advisors held 355 shares of Blackrock worth $341K as of Q2 2026.
Etesian Wealth Advisors sold 38 Blackrock shares in Q2 2026, an estimated $39.3K.
Blackrock made up 0.1% of Etesian Wealth Advisors's portfolio in Q2 2026, its #110 holding.
Etesian Wealth Advisors first reported a position in Blackrock in Q4 2022 and has held it in 14 quarters since.
Etesian Wealth Advisors's Blackrock position peaked at $652K in Q4 2023.
2,328 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Etesian Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.