AFA
IOO icon

Arlington Financial Advisors’s iShares Global 100 ETF IOO Stock Holding History

Arlington Financial Advisors’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
-2,177
Closed -$210K – 94
2025
Q1 		$210K Hold
2,177
– – 0.04% 106
2024
Q4 		$219K Buy
+2,177
New +$219K 0.04% 89

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
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 $377B AUM 19.32% 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 $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Arlington Financial Advisors's IOO Position: Q2 2025 in Review

Arlington Financial Advisors sold out of iShares Global 100 ETF (IOO) in Q2 2025, closing a stake of 2,177 shares — an estimated $210K sold.

Arlington Financial Advisors first reported a position in IOO in Q4 2024 and held it in 2 quarters. The position peaked at $219K in Q4 2024. 323 funds tracked by Wall St. Rank hold IOO as of Q2 2025.

  • Arlington Financial Advisors reported no remaining iShares Global 100 ETF position as of Q2 2025 after selling out during the quarter.
  • Arlington Financial Advisors sold 2,177 iShares Global 100 ETF shares in Q2 2025, an estimated $210K.
  • Arlington Financial Advisors first reported a position in iShares Global 100 ETF in Q4 2024 and held it in 2 quarters.
  • Arlington Financial Advisors's iShares Global 100 ETF position peaked at $219K in Q4 2024.
  • 323 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2025.

Based on Arlington Financial Advisors's 13F filing for Q2 2025, filed 28 Jul 2025.