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FIG FINANCIAL ADVISORY SERVICES INC /ADV’s iShares Global 100 ETF IOO Stock Holding History

FIG FINANCIAL ADVISORY SERVICES INC /ADV’s Portfolio IOO Stock Details IOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-13,929
Closed -$1.34M – 75
2025
Q1 		$1.34M Buy
+13,929
New +$1.41M 0.95% 30

Other funds holding IOO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FIG FINANCIAL ADVISORY SERVICES INC /ADV's IOO Position: Q2 2025 in Review

FIG FINANCIAL ADVISORY SERVICES INC /ADV sold out of iShares Global 100 ETF (IOO) in Q2 2025, closing a stake of 13,929 shares — an estimated $1.34M sold.

FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in IOO in Q1 2025 and held it in 1 quarter. The position peaked at $1.34M in Q1 2025. 323 funds tracked by Wall St. Rank hold IOO as of Q2 2025.

  • FIG FINANCIAL ADVISORY SERVICES INC /ADV reported no remaining iShares Global 100 ETF position as of Q2 2025 after selling out during the quarter.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV sold 13,929 iShares Global 100 ETF shares in Q2 2025, an estimated $1.34M.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in iShares Global 100 ETF in Q1 2025 and held it in 1 quarter.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV's iShares Global 100 ETF position peaked at $1.34M in Q1 2025.
  • 323 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2025.

Based on FIG FINANCIAL ADVISORY SERVICES INC /ADV's 13F filing for Q2 2025, filed 10 Aug 2026.