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WELLINGTON-ALTUS USA INC.’s iShares MSCI BIC ETF BKF Stock Holding History

WELLINGTON-ALTUS USA INC.’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
2026
Q2 		$16.1K Hold
395
– – 0.01% 534
2026
Q1 		$15.3K Hold
395
– – 0.01% 569
2025
Q4 		$17.3K Buy
+395
New +$17.7K 0.01% 514

Other funds holding BKF

A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TPCW
TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

WELLINGTON-ALTUS USA INC.'s BKF Position: Q2 2026 in Review

WELLINGTON-ALTUS USA INC. held its iShares MSCI BIC ETF (BKF) position steady in Q2 2026 at 395 shares worth $16.1K. The position accounts for 0.01% of the portfolio, ranked #534.

WELLINGTON-ALTUS USA INC. first reported a position in BKF in Q4 2025 and has held it in 3 quarters since. The position peaked at $17.3K in Q4 2025. 36 funds tracked by Wall St. Rank hold BKF as of Q2 2026.

  • WELLINGTON-ALTUS USA INC. held 395 shares of iShares MSCI BIC ETF worth $16.1K as of Q2 2026.
  • WELLINGTON-ALTUS USA INC. left its iShares MSCI BIC ETF share count unchanged in Q2 2026.
  • iShares MSCI BIC ETF made up 0.01% of WELLINGTON-ALTUS USA INC.'s portfolio in Q2 2026, its #534 holding.
  • WELLINGTON-ALTUS USA INC. first reported a position in iShares MSCI BIC ETF in Q4 2025 and has held it in 3 quarters since.
  • WELLINGTON-ALTUS USA INC.'s iShares MSCI BIC ETF position peaked at $17.3K in Q4 2025.
  • 36 funds tracked by Wall St. Rank held iShares MSCI BIC ETF as of Q2 2026.

Based on WELLINGTON-ALTUS USA INC.'s 13F filing for Q2 2026, filed 17 Sep 2026.