Kingswood Wealth Advisors’s BlackRock Large Cap Core ETF BLCR Stock Holding History

Kingswood Wealth Advisors’s Portfolio BLCR Stock Details BLCR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$268K	Sell	5,330 -232	-4%	-$11.2K	0.01%	827
2026 Q1	$228K	Buy	+5,562	New	+$238K	0.01%	830

Other funds holding BLCR

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Kingswood Wealth Advisors's BLCR Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its BlackRock Large Cap Core ETF (BLCR) stake by 4.2% in Q2 2026, selling an estimated $11.2K and leaving 5,330 shares worth $268K. The position accounts for 0.01% of the portfolio, ranked #827.

Kingswood Wealth Advisors first reported a position in BLCR in Q1 2026 and has held it in 2 quarters since. 433 funds tracked by Wall St. Rank hold BLCR as of Q2 2026.

Kingswood Wealth Advisors held 5,330 shares of BlackRock Large Cap Core ETF worth $268K as of Q2 2026.
Kingswood Wealth Advisors sold 232 BlackRock Large Cap Core ETF shares in Q2 2026, an estimated $11.2K.
BlackRock Large Cap Core ETF made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #827 holding.
Kingswood Wealth Advisors first reported a position in BlackRock Large Cap Core ETF in Q1 2026 and has held it in 2 quarters since.
433 funds tracked by Wall St. Rank held BlackRock Large Cap Core ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.