IWM
BKF icon

IHT Wealth Management’s iShares MSCI BIC ETF BKF Stock Holding History

IHT Wealth Management’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
2025
Q3 		– Sell
-7,556
Closed -$313K – 1173
2025
Q2 		$313K Buy
7,556
+56
+0.7% +$2.23K 0.01% 871
2025
Q1 		$300K Buy
+7,500
New +$288K 0.01% 859

Other funds holding BKF

A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
TPCW
TD Private Client Wealth New York $4.82B AUM 15.21% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

IHT Wealth Management's BKF Position: Q3 2025 in Review

IHT Wealth Management sold out of iShares MSCI BIC ETF (BKF) in Q3 2025, closing a stake of 7,556 shares — an estimated $313K sold.

IHT Wealth Management first reported a position in BKF in Q1 2025 and held it in 2 quarters. The position peaked at $313K in Q2 2025. 40 funds tracked by Wall St. Rank hold BKF as of Q3 2025.

  • IHT Wealth Management reported no remaining iShares MSCI BIC ETF position as of Q3 2025 after selling out during the quarter.
  • IHT Wealth Management sold 7,556 iShares MSCI BIC ETF shares in Q3 2025, an estimated $313K.
  • IHT Wealth Management first reported a position in iShares MSCI BIC ETF in Q1 2025 and held it in 2 quarters.
  • IHT Wealth Management's iShares MSCI BIC ETF position peaked at $313K in Q2 2025.
  • 40 funds tracked by Wall St. Rank held iShares MSCI BIC ETF as of Q3 2025.

Based on IHT Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.