BALI — BLACKROCK ETF TRUST

Ownership history in EWG Elevate Inc.  ·  6 quarters on record

This page tracks every 13F SEC filing in which EWG Elevate Inc. reported a position in BLACKROCK ETF TRUST (BALI). 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.

Peak position
7.3% (2025 Q3)
Avg. % of fund
6.22%
First filed
2024 Q2
Last filed
2025 Q3
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 735,843 +3,984 +0.5% 7.30% $23.4M $30.54
2025 Q2 ADDED 731,859 +61,597 +9.2% 6.79% $22.0M $28.41
2025 Q1 ADDED 670,262 +19,610 +3.0% 7.21% $19.3M $26.35
2024 Q4 ADDED 650,652 +218,299 +50.5% 6.00% $19.7M $27.34
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% of Fund (quarterly)    BALI price (monthly, adj. close)

Other funds also holding BALI

As of 2025 Q4 — sorted by position size

SOUTHERN CAPITAL SERVICES INC /ADV 4.61% Granite Bay Wealth Management, LLC 3Y 2.38% Harborfront Financial Group LLC 1.53% Semus Wealth Partners LLC 3Y 1.43% Next Level Private LLC 3Y 0.85% PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 0.58% Kelly Financial Services LLC 0.43% Flagship Private Wealth, LLC 3Y 0.43% ShoreHaven Wealth Partners, LLC 3Y 0.41% DRIVE WEALTH MANAGEMENT, LLC 3Y 0.4%
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