Sutton Wealth Advisors’s iShares MSCI BIC ETF BKF Stock Holding History

Sutton Wealth 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
2023 Q3	$7.76K	Hold	231	–	–	﹤0.01%	517
2023 Q2	$7.9K	Hold	231	–	–	﹤0.01%	496
2023 Q1	$8.02K	Hold	231	–	–	﹤0.01%	459
2022 Q4	$7.93K	Hold	231	–	–	﹤0.01%	1013
2022 Q3	$7.38K	Hold	231	–	–	﹤0.01%	985
2022 Q2	$8.54K	Hold	231	–	–	﹤0.01%	953
2022 Q1	$8.85K	Hold	231	–	–	﹤0.01%	963
2021 Q4	$10.3K	Hold	231	–	–	﹤0.01%	923
2021 Q3	$11.1K	Hold	231	–	–	﹤0.01%	872
2021 Q2	$12.6K	Hold	231	–	–	﹤0.01%	832
2021 Q1	$12.2K	Hold	231	–	–	﹤0.01%	817
2020 Q4	$12.1K	Hold	231	–	–	0.01%	762
2020 Q3	$10.7K	Hold	231	–	–	0.01%	719
2020 Q2	$9.61K	Hold	231	–	–	0.01%	716
2020 Q1	$8.23K	Hold	231	–	–	0.01%	706
2019 Q4	$10.5K	Hold	231	–	–	0.01%	810
2019 Q3	$9.34K	Hold	231	–	–	0.01%	804
2019 Q2	$9.8K	Hold	231	–	–	0.01%	771
2019 Q1	$9.96K	Hold	231	–	–	0.01%	783
2018 Q4	$8.66K	Hold	231	–	–	0.01%	779
2018 Q3	$9.32K	Hold	231	–	–	0.01%	800
2018 Q2	$9.72K	Hold	231	–	–	0.01%	837
2018 Q1	$10.7K	Hold	231	–	–	0.01%	794
2017 Q4	$10.3K	Hold	231	–	–	0.01%	767
2017 Q3	$9.91K	Hold	231	–	–	0.01%	768
2017 Q2	$8.65K	Hold	231	–	–	0.01%	776
2017 Q1	$8.39K	Hold	231	–	–	0.01%	754
2016 Q4	$7.36K	Hold	231	–	–	0.01%	764
2016 Q3	$7.91K	Hold	231	–	–	0.01%	717
2016 Q2	$7.06K	Hold	231	–	–	0.01%	705
2016 Q1	$6.86K	Buy	+231	New	+$6.24K	0.01%	679

Other funds holding BKF

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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 $67.7B AUM 51.91% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Sutton Wealth Advisors's BKF Position: Q3 2023 in Review

Sutton Wealth Advisors held its iShares MSCI BIC ETF (BKF) position steady in Q3 2023 at 231 shares worth $7.76K. The position accounts for ﹤0.01% of the portfolio, ranked #517.

Sutton Wealth Advisors first reported a position in BKF in Q1 2016 and has held it in 31 quarters since. The position peaked at $12.6K in Q2 2021. 42 funds tracked by Wall St. Rank hold BKF as of Q3 2023.

Sutton Wealth Advisors held 231 shares of iShares MSCI BIC ETF worth $7.76K as of Q3 2023.
Sutton Wealth Advisors left its iShares MSCI BIC ETF share count unchanged in Q3 2023.
iShares MSCI BIC ETF made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #517 holding.
Sutton Wealth Advisors first reported a position in iShares MSCI BIC ETF in Q1 2016 and has held it in 31 quarters since.
Sutton Wealth Advisors's iShares MSCI BIC ETF position peaked at $12.6K in Q2 2021.
42 funds tracked by Wall St. Rank held iShares MSCI BIC ETF as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.