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

Atala 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
2026 Q3	$449K	Hold	3,118	–	–	0.26%	82
2026 Q2	$426K	Hold	3,118	–	–	0.26%	80
2026 Q1	$379K	Hold	3,118	–	–	0.25%	81
2025 Q4	$395K	Hold	3,118	–	–	0.25%	80
2025 Q3	$374K	Sell	3,118 -270	-8%	-$30.7K	0.23%	82
2025 Q2	$365K	Buy	3,388 +1,540	+83%	+$153K	0.25%	80
2025 Q1	$178K	Sell	1,848 -928	-33%	-$93.8K	0.13%	123
2024 Q4	$280K	Buy	+2,776	New	+$279K	0.2%	100

Other funds holding IOO

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Asset Allocation Strategies Farmington, Michigan $668M AUM 11.11% 1-Year Est. Return

Bluesphere Advisors East Norriton, Pennsylvania $325M AUM 18.1% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

GRWP

Green Ridge Wealth Planning Montville, New Jersey $249M AUM 26.89% 1-Year Est. Return

Hudock Inc Williamsport, Pennsylvania $790M AUM 18.43% 1-Year Est. Return

Certified Advisory Corp Altamonte Springs, Florida $1.2B AUM 14.78% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Atala Financial's IOO Position: Q3 2026 in Review

Atala Financial held its iShares Global 100 ETF (IOO) position steady in Q3 2026 at 3,118 shares worth $449K. The position accounts for 0.26% of the portfolio, ranked #82.

Atala Financial first reported a position in IOO in Q4 2024 and has held it in 8 quarters since. 162 funds tracked by Wall St. Rank hold IOO as of Q3 2026.

Atala Financial held 3,118 shares of iShares Global 100 ETF worth $449K as of Q3 2026.
Atala Financial left its iShares Global 100 ETF share count unchanged in Q3 2026.
iShares Global 100 ETF made up 0.26% of Atala Financial's portfolio in Q3 2026, its #82 holding.
Atala Financial first reported a position in iShares Global 100 ETF in Q4 2024 and has held it in 8 quarters since.
162 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q3 2026.

Based on Atala Financial's 13F filing for Q3 2026, filed 22 Oct 2026.