Rise Advisors’s iShares MSCI BIC ETF BKF Stock Holding History

Rise Advisors’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
2024 Q1	–	Sell	-91	Closed	-$3.12K	–	1265
2023 Q4	$3.12K	Buy	91 +1	+1%	+$34	﹤0.01%	423
2023 Q3	$3.04K	Hold	90	–	–	﹤0.01%	419
2023 Q2	$3.09K	Hold	90	–	–	﹤0.01%	467
2023 Q1	$3.11K	Hold	90	–	–	﹤0.01%	512
2022 Q4	$3.08K	Buy	90 +1	+1%	+$33	﹤0.01%	509
2022 Q3	$3K	Hold	89	–	–	﹤0.01%	487
2022 Q2	$3K	Buy	89 +1	+1%	+$36	﹤0.01%	492
2022 Q1	$3K	Hold	88	–	–	﹤0.01%	472
2021 Q4	$3.93K	Buy	+88	New	+$4.2K	﹤0.01%	440

Other funds holding BKF

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Rise Advisors's BKF Position: Q1 2024 in Review

Rise Advisors sold out of iShares MSCI BIC ETF (BKF) in Q1 2024, closing a stake of 91 shares — an estimated $3.12K sold.

Rise Advisors first reported a position in BKF in Q4 2021 and held it in 9 quarters. The position peaked at $3.93K in Q4 2021. 36 funds tracked by Wall St. Rank hold BKF as of Q1 2024.

Rise Advisors reported no remaining iShares MSCI BIC ETF position as of Q1 2024 after selling out during the quarter.
Rise Advisors sold 91 iShares MSCI BIC ETF shares in Q1 2024, an estimated $3.12K.
Rise Advisors first reported a position in iShares MSCI BIC ETF in Q4 2021 and held it in 9 quarters.
Rise Advisors's iShares MSCI BIC ETF position peaked at $3.93K in Q4 2021.
36 funds tracked by Wall St. Rank held iShares MSCI BIC ETF as of Q1 2024.

Based on Rise Advisors's 13F filing for Q1 2024, filed 9 Apr 2024.