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 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

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

RMS

Retirement Management Systems Leonardtown, Maryland $488M AUM

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

GRWP

Green Ridge Wealth Planning Montville, New Jersey $238M AUM

PFA

Perryman Financial Advisory Dallas, Texas $751M AUM

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

SFGM

Stonebridge Financial Group (Missouri) St. Louis, Missouri $151M AUM

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Atala Financial's IOO Position: Q2 2026 in Review

Atala Financial held its iShares Global 100 ETF (IOO) position steady in Q2 2026 at 3,118 shares worth $426K. The position accounts for 0.26% of the portfolio, ranked #80.

Atala Financial first reported a position in IOO in Q4 2024 and has held it in 7 quarters since. 123 funds tracked by Wall St. Rank hold IOO as of Q2 2026.

Atala Financial held 3,118 shares of iShares Global 100 ETF worth $426K as of Q2 2026.
Atala Financial left its iShares Global 100 ETF share count unchanged in Q2 2026.
iShares Global 100 ETF made up 0.26% of Atala Financial's portfolio in Q2 2026, its #80 holding.
Atala Financial first reported a position in iShares Global 100 ETF in Q4 2024 and has held it in 7 quarters since.
123 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2026.

Based on Atala Financial's 13F filing for Q2 2026, filed 23 Jul 2026.