SageView Advisory Group’s BlackRock Health Sciences Trust II BMEZ Stock Holding History

SageView Advisory Group’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	$241	Buy	+16	New	+$240	﹤0.01%	2505

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

SageView Advisory Group's BMEZ Position: Q4 2025 in Review

SageView Advisory Group opened a new position in BlackRock Health Sciences Trust II (BMEZ) in Q4 2025: 16 shares worth $241. The stake represents ﹤0.01% of the portfolio and ranks #2505 among its holdings.

86 funds tracked by Wall St. Rank hold BMEZ as of Q4 2025.

SageView Advisory Group held 16 shares of BlackRock Health Sciences Trust II worth $241 as of Q4 2025.
BlackRock Health Sciences Trust II was a new SageView Advisory Group position in Q4 2025.
BlackRock Health Sciences Trust II made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #2505 holding.
86 funds tracked by Wall St. Rank held BlackRock Health Sciences Trust II as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.