Morton Brown Family Wealth’s BlackRock Health Sciences Trust II BMEZ Stock Holding History

Morton Brown Family Wealth’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
2025 Q4	–	Sell	-42	Closed	-$606	–	298
2025 Q3	$606	Buy	+42	New	+$597	﹤0.01%	252

Other funds holding BMEZ

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Morton Brown Family Wealth's BMEZ Position: Q4 2025 in Review

Morton Brown Family Wealth sold out of BlackRock Health Sciences Trust II (BMEZ) in Q4 2025, closing a stake of 42 shares — an estimated $606 sold.

Morton Brown Family Wealth first reported a position in BMEZ in Q3 2025 and held it in 1 quarter. The position peaked at $606 in Q3 2025. 86 funds tracked by Wall St. Rank hold BMEZ as of Q4 2025.

Morton Brown Family Wealth reported no remaining BlackRock Health Sciences Trust II position as of Q4 2025 after selling out during the quarter.
Morton Brown Family Wealth sold 42 BlackRock Health Sciences Trust II shares in Q4 2025, an estimated $606.
Morton Brown Family Wealth first reported a position in BlackRock Health Sciences Trust II in Q3 2025 and held it in 1 quarter.
Morton Brown Family Wealth's BlackRock Health Sciences Trust II position peaked at $606 in Q3 2025.
86 funds tracked by Wall St. Rank held BlackRock Health Sciences Trust II as of Q4 2025.

Based on Morton Brown Family Wealth's 13F filing for Q4 2025, filed 28 Jan 2026.