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

Ameliora 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
2023
Q2 		– Sell
-407
Closed -$28.5K – 211
2023
Q1 		$28.5K Hold
407
– – 0.02% 157
2022
Q4 		$26.1K Hold
407
– – 0.01% 177
2022
Q3 		$24K Buy
+407
New +$27K 0.01% 170

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
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameliora Wealth Management's IOO Position: Q2 2023 in Review

Ameliora Wealth Management sold out of iShares Global 100 ETF (IOO) in Q2 2023, closing a stake of 407 shares — an estimated $28.5K sold.

Ameliora Wealth Management first reported a position in IOO in Q3 2022 and held it in 3 quarters. The position peaked at $28.5K in Q1 2023. 230 funds tracked by Wall St. Rank hold IOO as of Q2 2023.

  • Ameliora Wealth Management reported no remaining iShares Global 100 ETF position as of Q2 2023 after selling out during the quarter.
  • Ameliora Wealth Management sold 407 iShares Global 100 ETF shares in Q2 2023, an estimated $28.5K.
  • Ameliora Wealth Management first reported a position in iShares Global 100 ETF in Q3 2022 and held it in 3 quarters.
  • Ameliora Wealth Management's iShares Global 100 ETF position peaked at $28.5K in Q1 2023.
  • 230 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2023.

Based on Ameliora Wealth Management's 13F filing for Q2 2023, filed 10 Jul 2023.