Ownership history in TD PRIVATE CLIENT WEALTH LLC Β· 7 quarters on record
This page tracks every 13F SEC filing in which TD PRIVATE CLIENT WEALTH LLC reported a position in ISHARES INC MSCI BIC ETF (BKF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π TD PRIVATE CLIENT WEALTH LLC underperformed the S&P 500 by β5.4% annually on this BKF position. Timing score: 100% (5/5 decisions correct). Average cost basis: $41.61. Maximum drawdown during holding period: β8.1%.
β Significantly underperformed the S&P 500 by 5.4% ann.
5 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
5 of 5 add/trim decisions correct
Best entry: $35.82 (2024 Q4) Β· Worst: $43.81 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
5 adds Β· 2 trims. Bought during 2 of 2 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.05% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size