AWM
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AE Wealth Management’s iShares Global 100 ETF IOO Stock Holding History

AE Wealth Management’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
2026
Q1 		$30K Buy
248
+12
+5% +$1.51K ﹤0.01% 2060
2025
Q4 		$29.9K Sell
236
-135
-36% -$16.8K ﹤0.01% 1945
2025
Q3 		$44.5K Sell
371
-1
-0.3% -$114 ﹤0.01% 1740
2025
Q2 		$40.1K Hold
372
– – ﹤0.01% 1640
2025
Q1 		$35.8K Hold
372
– – ﹤0.01% 1633
2024
Q4 		$37.5K Buy
+372
New +$37.4K ﹤0.01% 1608
2024
Q1 		– Sell
-28,701
Closed -$2.39M – 1568
2023
Q4 		$2.39M Buy
+28,701
New +$2.2M 0.01% 845
2021
Q3 		– Sell
-31,338
Closed -$2.23M – 1674
2021
Q2 		$2.23M Buy
+31,338
New +$2.18M 0.02% 608

Other funds holding IOO

BlackRock
BlackRock New York $5.7T AUM 30.48% 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
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return