LifePlan Financial Group’s iShares MSCI BIC ETF BKF Stock Holding History

LifePlan Financial Group’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
2020 Q3	$8K	Hold	164	–	–	﹤0.01%	425
2020 Q2	$7K	Hold	164	–	–	﹤0.01%	439
2020 Q1	$6K	Hold	164	–	–	﹤0.01%	431
2019 Q4	$7K	Buy	164 +56	+52%	+$2.39K	﹤0.01%	441
2019 Q3	$4K	Hold	108	–	–	﹤0.01%	471
2019 Q2	$5K	Hold	108	–	–	﹤0.01%	452
2019 Q1	$5K	Hold	108	–	–	﹤0.01%	450
2018 Q4	$4K	Hold	108	–	–	﹤0.01%	454
2018 Q3	$4K	Hold	108	–	–	﹤0.01%	451
2018 Q2	$5K	Hold	108	–	–	﹤0.01%	426
2018 Q1	$5K	Buy	+108	New	+$5.13K	﹤0.01%	410

Other funds holding BKF

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ACP

Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Conning Inc Hartford, Connecticut $3.01B AUM 16.23% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LifePlan Financial Group's BKF Position: Q3 2020 in Review

LifePlan Financial Group held its iShares MSCI BIC ETF (BKF) position steady in Q3 2020 at 164 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #425.

LifePlan Financial Group first reported a position in BKF in Q1 2018 and has held it in 11 quarters since. 49 funds tracked by Wall St. Rank hold BKF as of Q3 2020.

LifePlan Financial Group held 164 shares of iShares MSCI BIC ETF worth $8K as of Q3 2020.
LifePlan Financial Group left its iShares MSCI BIC ETF share count unchanged in Q3 2020.
iShares MSCI BIC ETF made up ﹤0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #425 holding.
LifePlan Financial Group first reported a position in iShares MSCI BIC ETF in Q1 2018 and has held it in 11 quarters since.
49 funds tracked by Wall St. Rank held iShares MSCI BIC ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.