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Juncture Wealth Strategies’s iShares MSCI BIC ETF BKF Stock Holding History

Juncture Wealth Strategies’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
2021
Q1 		– Sell
-6,992
Closed -$365K – 106
2020
Q4 		$365K Sell
6,992
-324
-4% -$16.2K 0.23% 81
2020
Q3 		$340K Sell
7,316
-280
-4% -$12.9K 0.23% 92
2020
Q2 		$316K Buy
7,596
+140
+2% +$5.44K 0.24% 88
2020
Q1 		$266K Sell
7,456
-270
-3% -$11.4K 0.25% 79
2019
Q4 		$350K Sell
7,726
-860
-10% -$36.7K 0.27% 81
2019
Q3 		$347K Sell
8,586
-3,698
-30% -$152K 0.31% 78
2019
Q2 		$521K Sell
12,284
-2,060
-14% -$86.8K 0.42% 62
2019
Q1 		$618K Sell
14,344
-1,833
-11% -$75.8K 0.48% 52
2018
Q4 		$607K Sell
16,177
-4,193
-21% -$162K 0.41% 53
2018
Q3 		$822K Sell
20,370
-17,006
-45% -$701K 0.43% 55
2018
Q2 		$1.57M Buy
37,376
+1,669
+5% +$74.7K 0.84% 31
2018
Q1 		$1.65M Sell
35,707
-1,107
-3% -$52.6K 0.92% 30
2017
Q4 		$1.64M Sell
36,814
-4,868
-12% -$215K 0.92% 32
2017
Q3 		$1.79M Buy
41,682
+25,068
+151% +$1.03M 1% 30
2017
Q2 		$622K Buy
16,614
+1,577
+10% +$58.4K 0.36% 61
2017
Q1 		$546K Buy
15,037
+1,697
+13% +$59.5K 0.34% 64
2016
Q4 		$425K Buy
13,340
+675
+5% +$22.4K 0.29% 67
2016
Q3 		$434K Sell
12,665
-285
-2% -$9.38K 0.29% 64
2016
Q2 		$396K Buy
+12,950
New +$384K 0.28% 64

Other funds holding BKF

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SCI
S&CO Inc Boston, Massachusetts $1.61B AUM 21.39% 1-Year Est. Return

Juncture Wealth Strategies's BKF Position: Q1 2021 in Review

Juncture Wealth Strategies sold out of iShares MSCI BIC ETF (BKF) in Q1 2021, closing a stake of 6,992 shares — an estimated $365K sold.

Juncture Wealth Strategies first reported a position in BKF in Q2 2016 and held it in 19 quarters. The position peaked at $1.79M in Q3 2017. 54 funds tracked by Wall St. Rank hold BKF as of Q1 2021.

  • Juncture Wealth Strategies reported no remaining iShares MSCI BIC ETF position as of Q1 2021 after selling out during the quarter.
  • Juncture Wealth Strategies sold 6,992 iShares MSCI BIC ETF shares in Q1 2021, an estimated $365K.
  • Juncture Wealth Strategies first reported a position in iShares MSCI BIC ETF in Q2 2016 and held it in 19 quarters.
  • Juncture Wealth Strategies's iShares MSCI BIC ETF position peaked at $1.79M in Q3 2017.
  • 54 funds tracked by Wall St. Rank held iShares MSCI BIC ETF as of Q1 2021.

Based on Juncture Wealth Strategies's 13F filing for Q1 2021, filed 15 Apr 2021.