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Atria Investments’s iShares Global 100 ETF IOO Stock Holding History

Atria Investments’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
Q3 		– Sell
-6,774
Closed -$730K – 2094
2025
Q2 		$730K Sell
6,774
-32,716
-83% -$3.25M 0.01% 1212
2025
Q1 		$3.8M Sell
39,490
-3,154
-7% -$319K 0.05% 452
2024
Q4 		$4.3M Buy
42,644
+914
+2% +$91.8K 0.05% 401
2024
Q3 		$4.14M Sell
41,730
-2,631
-6% -$254K 0.05% 416
2024
Q2 		$4.28M Sell
44,361
-3,284
-7% -$301K 0.06% 387
2024
Q1 		$4.26M Sell
47,645
-4,700
-9% -$399K 0.06% 384
2023
Q4 		$4.21M Sell
52,345
-18,239
-26% -$1.4M 0.07% 341
2023
Q3 		$5.17M Buy
70,584
+32,005
+83% +$2.43M 0.09% 277
2023
Q2 		$2.93M Sell
38,579
-5,437
-12% -$397K 0.05% 424
2023
Q1 		$3.08M Sell
44,016
-598
-1% -$40.2K 0.06% 391
2022
Q4 		$2.86M Sell
44,614
-29,562
-40% -$1.9M 0.06% 394
2022
Q3 		$4.42M Buy
74,176
+44,175
+147% +$2.93M 0.1% 255
2022
Q2 		$1.92M Buy
30,001
+587
+2% +$40.7K 0.04% 518
2022
Q1 		$2.24M Sell
29,414
-650
-2% -$48.7K 0.04% 527
2021
Q4 		$2.35M Sell
30,064
-1,219
-4% -$92.3K 0.04% 504
2021
Q3 		$2.23M Sell
31,283
-3,857
-11% -$282K 0.04% 481
2021
Q2 		$2.5M Buy
35,140
+15,168
+76% +$1.06M 0.05% 423
2021
Q1 		$1.32M Buy
+19,972
New +$1.3M 0.03% 605
2018
Q4 		– Sell
-17,414
Closed -$850K – 952
2018
Q3 		$850K Buy
+17,414
New +$833K 0.03% 443

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Northwestern Mutual Wealth Management
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AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 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