EverSource Wealth Advisors’s iShares MSCI BIC ETF BKF Stock Holding History

EverSource Wealth Advisors’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
2023 Q4	–	Sell	-50	Closed	-$1.68K	–	2648
2023 Q3	$1.68K	Hold	50	–	–	﹤0.01%	2067
2023 Q2	$1.71K	Sell	50 -200	-80%	-$6.83K	﹤0.01%	2072
2023 Q1	$8.68K	Sell	250 -544	-69%	-$19.3K	﹤0.01%	1426
2022 Q4	$27.3K	Buy	+794	New	+$26K	﹤0.01%	971

Other funds holding BKF

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

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PFA

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

EverSource Wealth Advisors's BKF Position: Q4 2023 in Review

EverSource Wealth Advisors sold out of iShares MSCI BIC ETF (BKF) in Q4 2023, closing a stake of 50 shares — an estimated $1.68K sold.

EverSource Wealth Advisors first reported a position in BKF in Q4 2022 and held it in 4 quarters. The position peaked at $27.3K in Q4 2022. 40 funds tracked by Wall St. Rank hold BKF as of Q4 2023.

EverSource Wealth Advisors reported no remaining iShares MSCI BIC ETF position as of Q4 2023 after selling out during the quarter.
EverSource Wealth Advisors sold 50 iShares MSCI BIC ETF shares in Q4 2023, an estimated $1.68K.
EverSource Wealth Advisors first reported a position in iShares MSCI BIC ETF in Q4 2022 and held it in 4 quarters.
EverSource Wealth Advisors's iShares MSCI BIC ETF position peaked at $27.3K in Q4 2022.
40 funds tracked by Wall St. Rank held iShares MSCI BIC ETF as of Q4 2023.

Based on EverSource Wealth Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.