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

Sequoia Financial 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
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

Allianz Munich, Germany $9.49B AUM 23.65% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.8B AUM 57.69% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

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. 36 funds tracked by Wall St. Rank hold 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.
36 funds 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.