Ownership history in Etesian Wealth Advisors, Inc. · 6 quarters on record
This page tracks every 13F SEC filing in which Etesian Wealth Advisors, Inc. reported a position in BLACKROCK ETF TRUST (DYNF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 139,427 | +13,740 | +10.9% | 2.66% | $8.5M | $60.65 |
| 2025 Q3 | ADDED | 125,687 | +36,553 | +41.0% | 2.46% | $7.4M | $58.91 |
| 2025 Q2 | ADDED | 89,134 | +42,887 | +92.7% | 1.81% | $4.9M | $54.08 |
| 2025 Q1 | ADDED | 46,247 | +31,277 | +208.9% | 0.97% | $2.3M | $48.25 |
| 2024 Q4 | ADDED | 14,970 | +6,734 | +81.8% | 0.34% | $767K | $50.54 |
| 2024 Q3 | INITIATED | 8,236 | — | — | 0.18% | $407K | $48.67 |
As of 2025 Q4 — sorted by position size