SFA
BFLX

Sequoia Financial Advisors’s iShares Flexible Equity Active ETF BFLX Stock Holding History

Sequoia Financial Advisors’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 		$3.6M Buy
+140,557
New +$3.58M 0.02% 423

Other funds holding BFLX

RFN
RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
LWM
LongView Wealth Management Atlanta, Georgia $390M AUM 19.29% 1-Year Est. Return
GWMR
GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return

Sequoia Financial Advisors's BFLX Position: Q2 2026 in Review

Sequoia Financial Advisors opened a new position in iShares Flexible Equity Active ETF (BFLX) in Q2 2026: 140,557 shares worth $3.6M. The stake represents 0.02% of the portfolio and ranks #423 among its holdings.

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

  • Sequoia Financial Advisors held 140,557 shares of iShares Flexible Equity Active ETF worth $3.6M as of Q2 2026.
  • iShares Flexible Equity Active ETF was a new Sequoia Financial Advisors position in Q2 2026.
  • iShares Flexible Equity Active ETF made up 0.02% of Sequoia Financial Advisors's portfolio in Q2 2026, its #423 holding.
  • 6 funds tracked by Wall St. Rank held iShares Flexible Equity Active ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.