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Blackrock Etf Trust shares owned by Confluence Wealth Services

Quarter-by-quarter ownership of Blackrock Etf Trust (BALI) shares owned by Confluence Wealth Services from 13F filings

Historical chart of Confluence Wealth Services investment in Blackrock Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Blackrock Etf Trust held by Confluence Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Blackrock Etf Trust by Confluence Wealth Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 38k 31.74
2025-06-30 $1.1M 38k 30.11
2025-03-31 $1.0M 38k 27.24

More positions owned by Confluence Wealth Services

Capital Group Divid Value Etf Shs Creation Unit Shs Creation Uni (CGDV)
Vanguard Dividend Appreciation Etf Div App Etf (VIG)
Ishares Tr Rus 1000 Grw Etf Rus 1000 Grw Etf (IWF)
Jpmorgan Equity Premium Income Etf Equity Premium (JEPI)
Vanguard International High Dividend Yield Etf Intl High Etf (VYMI)
Dimensional International Value Etf Internatnal Val (DFIV)
Dimensional U.s. Small Cap Etf Us Small Cap Etf (DFAS)
Ishares Tr Core Div Grwth Core Div Grwth (DGRO)
Capital Group Divid Growers Etf Shs Etf (CGDG)
Ishares Tr Msci Eafe Etf Msci Eafe Etf (EFA)
Dimensional World Ex U.s. Core Equity 2 Etf World Ex Us Core (DFAX)
Capital Group Intl Focus Shs Creation Unit Shs Creation Uni (CGXU)
Apple (AAPL)
Capital Group Growth Etf Shs Creation Unit Shs Creation Uni (CGGR)
Microsoft Corporation (MSFT)

View all positions for Confluence Wealth Services

Top funds holding Blackrock Etf Trust

Envestnet Asset Management
LPL Financial
Ameriprise Financial
EWG Elevate
Cetera Investment Advisers
Vestmark Advisory Solutions
Advisor Group Holdings
Morgan Stanley
Jpmorgan Chase & Co
Commonwealth Equity Services
Granite Bay Wealth Management
Northwestern Mutual Wealth Management Company
Assetmark
U.S. Capital Wealth Advisors
Envestnet Portfolio Solutions

View all funds holding Blackrock Etf Trust