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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

Other funds holding IOO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Atria Investments's IOO Position: Q3 2025 in Review

Atria Investments sold out of iShares Global 100 ETF (IOO) in Q3 2025, closing a stake of 6,774 shares — an estimated $730K sold.

Atria Investments first reported a position in IOO in Q3 2018 and held it in 19 quarters. The position peaked at $5.17M in Q3 2023. 318 funds tracked by Wall St. Rank hold IOO as of Q3 2025.

  • Atria Investments reported no remaining iShares Global 100 ETF position as of Q3 2025 after selling out during the quarter.
  • Atria Investments sold 6,774 iShares Global 100 ETF shares in Q3 2025, an estimated $730K.
  • Atria Investments first reported a position in iShares Global 100 ETF in Q3 2018 and held it in 19 quarters.
  • Atria Investments's iShares Global 100 ETF position peaked at $5.17M in Q3 2023.
  • 318 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q3 2025.

Based on Atria Investments's 13F filing for Q3 2025, filed 6 Nov 2025.