AIP
IOO icon

Almanack Investment Partners’s iShares Global 100 ETF IOO Stock Holding History

Almanack Investment Partners’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
2022
Q4 		– Sell
-38
Closed -$2K – 662
2022
Q3 		$2K Buy
+38
New +$2.52K ﹤0.01% 730
2019
Q3 		– Sell
-3,557
Closed -$174K – 265
2019
Q2 		$174K Buy
+3,557
New +$172K 0.04% 197
2019
Q1 		– Sell
-3,558
Closed -$151K – 171
2018
Q4 		$151K Sell
3,558
-98
-3% -$4.47K 0.04% 185
2018
Q3 		$174K Buy
+3,656
New +$175K 0.05% 196

Other funds holding IOO

BlackRock
BlackRock New York $5.72T 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Almanack Investment Partners's IOO Position: Q4 2022 in Review

Almanack Investment Partners sold out of iShares Global 100 ETF (IOO) in Q4 2022, closing a stake of 38 shares — an estimated $2K sold.

Almanack Investment Partners first reported a position in IOO in Q3 2018 and held it in 4 quarters. The position peaked at $174K in Q3 2018. 204 funds tracked by Wall St. Rank hold IOO as of Q4 2022.

  • Almanack Investment Partners reported no remaining iShares Global 100 ETF position as of Q4 2022 after selling out during the quarter.
  • Almanack Investment Partners sold 38 iShares Global 100 ETF shares in Q4 2022, an estimated $2K.
  • Almanack Investment Partners first reported a position in iShares Global 100 ETF in Q3 2018 and held it in 4 quarters.
  • Almanack Investment Partners's iShares Global 100 ETF position peaked at $174K in Q3 2018.
  • 204 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q4 2022.

Based on Almanack Investment Partners's 13F filing for Q4 2022, filed 9 Feb 2023.