Spire Wealth Management’s iShares MSCI BIC ETF BKF Stock Holding History

Spire Wealth Management’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
2023 Q2	–	Sell	-500	Closed	-$17.4K	–	2404
2023 Q1	$17.4K	Hold	500	–	–	﹤0.01%	1674
2022 Q4	$17K	Hold	500	–	–	﹤0.01%	1427
2022 Q3	$16K	Hold	500	–	–	﹤0.01%	1402
2022 Q2	$18K	Hold	500	–	–	﹤0.01%	1710
2022 Q1	$19K	Hold	500	–	–	﹤0.01%	1829
2021 Q4	$22K	Hold	500	–	–	﹤0.01%	2076
2021 Q3	$24K	Hold	500	–	–	﹤0.01%	1777
2021 Q2	$27K	Hold	500	–	–	﹤0.01%	1742
2021 Q1	$26K	Buy	+500	New	+$27.7K	﹤0.01%	2037

Other funds holding BKF

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

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

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

OMC

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

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

Spire Wealth Management's BKF Position: Q2 2023 in Review

Spire Wealth Management sold out of iShares MSCI BIC ETF (BKF) in Q2 2023, closing a stake of 500 shares — an estimated $17.4K sold.

Spire Wealth Management first reported a position in BKF in Q1 2021 and held it in 9 quarters. The position peaked at $27K in Q2 2021. 41 funds tracked by Wall St. Rank hold BKF as of Q2 2023.

Spire Wealth Management reported no remaining iShares MSCI BIC ETF position as of Q2 2023 after selling out during the quarter.
Spire Wealth Management sold 500 iShares MSCI BIC ETF shares in Q2 2023, an estimated $17.4K.
Spire Wealth Management first reported a position in iShares MSCI BIC ETF in Q1 2021 and held it in 9 quarters.
Spire Wealth Management's iShares MSCI BIC ETF position peaked at $27K in Q2 2021.
41 funds tracked by Wall St. Rank held iShares MSCI BIC ETF as of Q2 2023.

Based on Spire Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.