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Pacific Excel Wealth Advisors’s BlackRock Large Cap Core ETF BLCR Stock Holding History

Pacific Excel Wealth Advisors’s Portfolio BLCR Stock Details BLCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-9,870
Closed -$405K – 236
2026
Q1 		$405K Buy
+9,870
New +$423K 0.43% 80

Other funds holding BLCR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Pacific Excel Wealth Advisors's BLCR Position: Q2 2026 in Review

Pacific Excel Wealth Advisors sold out of BlackRock Large Cap Core ETF (BLCR) in Q2 2026, closing a stake of 9,870 shares — an estimated $405K sold.

Pacific Excel Wealth Advisors first reported a position in BLCR in Q1 2026 and held it in 1 quarter. The position peaked at $405K in Q1 2026. 432 funds tracked by Wall St. Rank hold BLCR as of Q2 2026.

  • Pacific Excel Wealth Advisors reported no remaining BlackRock Large Cap Core ETF position as of Q2 2026 after selling out during the quarter.
  • Pacific Excel Wealth Advisors sold 9,870 BlackRock Large Cap Core ETF shares in Q2 2026, an estimated $405K.
  • Pacific Excel Wealth Advisors first reported a position in BlackRock Large Cap Core ETF in Q1 2026 and held it in 1 quarter.
  • Pacific Excel Wealth Advisors's BlackRock Large Cap Core ETF position peaked at $405K in Q1 2026.
  • 432 funds tracked by Wall St. Rank held BlackRock Large Cap Core ETF as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.