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NWAM LLC’s iShares Flexible Equity Active ETF BFLX Stock Holding History

NWAM LLC’s Portfolio BFLX Stock Details BFLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$222K Buy
+8,658
New +$221K 0.01% 644

Other funds holding BFLX

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NorthRock Partners
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

NWAM LLC's BFLX Position: Q2 2026 in Review

NWAM LLC opened a new position in iShares Flexible Equity Active ETF (BFLX) in Q2 2026: 8,658 shares worth $222K. The stake represents 0.01% of the portfolio and ranks #644 among its holdings.

56 funds tracked by Wall St. Rank hold BFLX as of Q2 2026.

  • NWAM LLC held 8,658 shares of iShares Flexible Equity Active ETF worth $222K as of Q2 2026.
  • iShares Flexible Equity Active ETF was a new NWAM LLC position in Q2 2026.
  • iShares Flexible Equity Active ETF made up 0.01% of NWAM LLC's portfolio in Q2 2026, its #644 holding.
  • 56 funds tracked by Wall St. Rank held iShares Flexible Equity Active ETF as of Q2 2026.

Based on NWAM LLC's 13F filing for Q2 2026, filed 23 Jul 2026.