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Apexium Financial’s iShares Global 100 ETF IOO Stock Holding History

Apexium Financial’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
2024
Q1 		– Sell
-2,815
Closed -$227K – 257
2023
Q4 		$227K Buy
+2,815
New +$215K 0.02% 246

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 $187B AUM 21.7% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Apexium Financial's IOO Position: Q1 2024 in Review

Apexium Financial sold out of iShares Global 100 ETF (IOO) in Q1 2024, closing a stake of 2,815 shares — an estimated $227K sold.

Apexium Financial first reported a position in IOO in Q4 2023 and held it in 1 quarter. The position peaked at $227K in Q4 2023. 258 funds tracked by Wall St. Rank hold IOO as of Q1 2024.

  • Apexium Financial reported no remaining iShares Global 100 ETF position as of Q1 2024 after selling out during the quarter.
  • Apexium Financial sold 2,815 iShares Global 100 ETF shares in Q1 2024, an estimated $227K.
  • Apexium Financial first reported a position in iShares Global 100 ETF in Q4 2023 and held it in 1 quarter.
  • Apexium Financial's iShares Global 100 ETF position peaked at $227K in Q4 2023.
  • 258 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q1 2024.

Based on Apexium Financial's 13F filing for Q1 2024, filed 19 Apr 2024.