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Kozak & Associates’s iShares MSCI BIC ETF BKF Stock Holding History

Kozak & Associates’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
Q2 		– Sell
-150
Closed -$5.69K – 477
2025
Q1 		$5.69K Buy
+150
New +$5.75K ﹤0.01% 275

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
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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 $374B AUM 17.66% 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

Kozak & Associates's BKF Position: Q2 2025 in Review

Kozak & Associates sold out of iShares MSCI BIC ETF (BKF) in Q2 2025, closing a stake of 150 shares — an estimated $5.69K sold.

Kozak & Associates first reported a position in BKF in Q1 2025 and held it in 1 quarter. The position peaked at $5.69K in Q1 2025. 44 funds tracked by Wall St. Rank hold BKF as of Q2 2025.

  • Kozak & Associates reported no remaining iShares MSCI BIC ETF position as of Q2 2025 after selling out during the quarter.
  • Kozak & Associates sold 150 iShares MSCI BIC ETF shares in Q2 2025, an estimated $5.69K.
  • Kozak & Associates first reported a position in iShares MSCI BIC ETF in Q1 2025 and held it in 1 quarter.
  • Kozak & Associates's iShares MSCI BIC ETF position peaked at $5.69K in Q1 2025.
  • 44 funds tracked by Wall St. Rank held iShares MSCI BIC ETF as of Q2 2025.

Based on Kozak & Associates's 13F filing for Q2 2025, filed 10 Jul 2025.