Kingswood Wealth Advisors’s BlackRock Health Sciences Trust II BMEZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$161K	Sell	10,516 -1,118	-10%	-$16.1K	0.01%	963
2026 Q1	$167K	Sell	11,634 -7,186	-38%	-$107K	0.01%	889
2025 Q4	$283K	Sell	18,820 -1,901	-9%	-$28.5K	0.01%	698
2025 Q3	$299K	Sell	20,721 -3,572	-15%	-$50.7K	0.02%	631
2025 Q2	$346K	Sell	24,293 -1,127	-4%	-$16.1K	0.03%	523
2025 Q1	$379K	Sell	25,420 -3,714	-13%	-$58.1K	0.03%	470
2024 Q4	$420K	Buy	+29,134	New	+$451K	0.03%	497
2024 Q3	–	Sell	-22,069	Closed	-$339K	–	673
2024 Q2	$339K	Buy	22,069 +81	+0.4%	+$1.23K	0.03%	484
2024 Q1	$360K	Buy	21,988 +1,845	+9%	+$29.1K	0.04%	427
2023 Q4	$295K	Buy	+20,143	New	+$281K	0.03%	480
2023 Q3	–	Sell	-21,622	Closed	-$355K	–	428
2023 Q2	$355K	Buy	+21,622	New	+$352K	0.11%	175

Other funds holding BMEZ

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

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

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

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

Kingswood Wealth Advisors reduced its BlackRock Health Sciences Trust II (BMEZ) stake by 9.6% in Q2 2026, selling an estimated $16.1K and leaving 10,516 shares worth $161K. The position accounts for 0.01% of the portfolio, ranked #963.

Kingswood Wealth Advisors first reported a position in BMEZ in Q2 2023 and has held it in 11 quarters since. The position peaked at $420K in Q4 2024. 88 funds tracked by Wall St. Rank hold BMEZ as of Q2 2026.

Kingswood Wealth Advisors held 10,516 shares of BlackRock Health Sciences Trust II worth $161K as of Q2 2026.
Kingswood Wealth Advisors sold 1,118 BlackRock Health Sciences Trust II shares in Q2 2026, an estimated $16.1K.
BlackRock Health Sciences Trust II made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #963 holding.
Kingswood Wealth Advisors first reported a position in BlackRock Health Sciences Trust II in Q2 2023 and has held it in 11 quarters since.
Kingswood Wealth Advisors's BlackRock Health Sciences Trust II position peaked at $420K in Q4 2024.
88 funds tracked by Wall St. Rank held BlackRock Health Sciences Trust II as of Q2 2026.

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