Atlas Private Wealth Advisors’s iShares Global 100 ETF IOO Stock Holding History

Atlas Private Wealth 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
2021 Q4	–	Sell	-251	Closed	-$18K	–	415
2021 Q3	$18K	Hold	251	–	–	0.01%	368
2021 Q2	$18K	Hold	251	–	–	0.01%	381
2021 Q1	$17K	Hold	251	–	–	0.01%	407
2020 Q4	$16K	Hold	251	–	–	0.01%	364
2020 Q3	$14K	Sell	251 -303	-55%	-$17.1K	0.01%	354
2020 Q2	$29K	Buy	+554	New	+$27.7K	0.03%	272

Other funds holding IOO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

Atlas Private Wealth Advisors's IOO Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of iShares Global 100 ETF (IOO) in Q4 2021, closing a stake of 251 shares — an estimated $18K sold.

Atlas Private Wealth Advisors first reported a position in IOO in Q2 2020 and held it in 6 quarters. The position peaked at $29K in Q2 2020. 194 funds tracked by Wall St. Rank hold IOO as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining iShares Global 100 ETF position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 251 iShares Global 100 ETF shares in Q4 2021, an estimated $18K.
Atlas Private Wealth Advisors first reported a position in iShares Global 100 ETF in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's iShares Global 100 ETF position peaked at $29K in Q2 2020.
194 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.