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Heritage Wealth Management (Arizona)’s iShares MSCI BIC ETF BKF Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$22.1K Buy
644
+322
+100% +$10.5K ﹤0.01% 646
2022
Q3 		$10K Hold
322
– – ﹤0.01% 644
2022
Q2 		$11.9K Sell
322
-63
-16% -$2.3K ﹤0.01% 640
2022
Q1 		$15K Buy
+385
New +$16.2K ﹤0.01% 643

Other funds holding BKF

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s BKF Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its iShares MSCI BIC ETF (BKF) stake by 100% in Q4 2022, buying an estimated $10.5K and bringing the position to 644 shares worth $22.1K. The position accounts for ﹤0.01% of the portfolio, ranked #646.

Heritage Wealth Management (Arizona) first reported a position in BKF in Q1 2022 and has held it in 4 quarters since. 43 funds tracked by Wall St. Rank hold BKF as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 644 shares of iShares MSCI BIC ETF worth $22.1K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 322 iShares MSCI BIC ETF shares in Q4 2022, an estimated $10.5K.
  • iShares MSCI BIC ETF made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #646 holding.
  • Heritage Wealth Management (Arizona) first reported a position in iShares MSCI BIC ETF in Q1 2022 and has held it in 4 quarters since.
  • 43 funds tracked by Wall St. Rank held iShares MSCI BIC ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.