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Legacy Wealth Management (Idaho)’s iShares MSCI BIC ETF BKF Stock Holding History

Legacy Wealth Management (Idaho)’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
2026
Q2 		– Sell
-15
Closed -$611 – 278
2026
Q1 		$611 Hold
15
– – ﹤0.01% 926
2025
Q4 		$658 Hold
15
– – ﹤0.01% 800
2025
Q3 		$679 Hold
15
– – ﹤0.01% 658
2025
Q2 		$622 Hold
15
– – ﹤0.01% 636
2025
Q1 		$601 Hold
15
– – ﹤0.01% 688
2024
Q4 		$565 Hold
15
– – ﹤0.01% 649
2024
Q3 		$566 Buy
+15
New +$546 ﹤0.01% 600

Other funds holding BKF

A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TPCW
TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s BKF Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of iShares MSCI BIC ETF (BKF) in Q2 2026, closing a stake of 15 shares — an estimated $611 sold.

Legacy Wealth Management (Idaho) first reported a position in BKF in Q3 2024 and held it in 7 quarters. The position peaked at $679 in Q3 2025. 35 funds tracked by Wall St. Rank hold BKF as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining iShares MSCI BIC ETF position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 15 iShares MSCI BIC ETF shares in Q2 2026, an estimated $611.
  • Legacy Wealth Management (Idaho) first reported a position in iShares MSCI BIC ETF in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s iShares MSCI BIC ETF position peaked at $679 in Q3 2025.
  • 35 funds tracked by Wall St. Rank held iShares MSCI BIC ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.