Sequoia Financial Advisors’s iShares MSCI BIC ETF BKF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-5,000
Closed -$203K 2181
2026
Q1
$203K Hold
5,000
﹤0.01% 1786
2025
Q4
$219K Hold
5,000
﹤0.01% 1757
2025
Q3
$226K Hold
5,000
﹤0.01% 1559
2025
Q2
$207K Hold
5,000
﹤0.01% 1468
2025
Q1
$200K Buy
+5,000
New +$192K ﹤0.01% 1273
2024
Q4
Sell
-5,000
Closed -$202K 1363
2024
Q3
$202K Buy
+5,000
New +$182K ﹤0.01% 1167

Other funds holding BKF

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

Sequoia Financial Advisors sold out of iShares MSCI BIC ETF (BKF) in Q2 2026, closing a stake of 5,000 shares — an estimated $203K sold.

Sequoia Financial Advisors first reported a position in BKF in Q3 2024 and held it in 6 quarters. The position peaked at $226K in Q3 2025. 1 fund tracked by Wall St. Rank holds BKF as of Q2 2026.

  • Sequoia Financial Advisors reported no remaining iShares MSCI BIC ETF position as of Q2 2026 after selling out during the quarter.
  • Sequoia Financial Advisors sold 5,000 iShares MSCI BIC ETF shares in Q2 2026, an estimated $203K.
  • Sequoia Financial Advisors first reported a position in iShares MSCI BIC ETF in Q3 2024 and held it in 6 quarters.
  • Sequoia Financial Advisors's iShares MSCI BIC ETF position peaked at $226K in Q3 2025.
  • 1 fund tracked by Wall St. Rank held iShares MSCI BIC ETF as of Q2 2026.

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