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Glassman Wealth Services’s iShares MSCI BIC ETF BKF Stock Holding History

Glassman Wealth Services’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
2020
Q2 		– Sell
-75
Closed -$3K – 1235
2020
Q1 		$3K Buy
+75
New +$3.17K ﹤0.01% 596

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Jane Street
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CI
Conning Inc Hartford, Connecticut $3.01B AUM 16.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
SCI
S&CO Inc Boston, Massachusetts $1.61B AUM 21.39% 1-Year Est. Return

Glassman Wealth Services's BKF Position: Q2 2020 in Review

Glassman Wealth Services sold out of iShares MSCI BIC ETF (BKF) in Q2 2020, closing a stake of 75 shares — an estimated $3K sold.

Glassman Wealth Services first reported a position in BKF in Q1 2020 and held it in 1 quarter. The position peaked at $3K in Q1 2020. 50 funds tracked by Wall St. Rank hold BKF as of Q2 2020.

  • Glassman Wealth Services reported no remaining iShares MSCI BIC ETF position as of Q2 2020 after selling out during the quarter.
  • Glassman Wealth Services sold 75 iShares MSCI BIC ETF shares in Q2 2020, an estimated $3K.
  • Glassman Wealth Services first reported a position in iShares MSCI BIC ETF in Q1 2020 and held it in 1 quarter.
  • Glassman Wealth Services's iShares MSCI BIC ETF position peaked at $3K in Q1 2020.
  • 50 funds tracked by Wall St. Rank held iShares MSCI BIC ETF as of Q2 2020.

Based on Glassman Wealth Services's 13F filing for Q2 2020, filed 6 Aug 2020.