BCS Wealth Management’s iShares Global 100 ETF IOO Stock Holding History

BCS Wealth Management’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	$1.05M	Hold	7,673	–	–	0.19%	106
2026 Q1	$928K	Sell	7,673 -7,673	-50%	-$968K	0.19%	105
2025 Q4	$1.94M	Buy	15,346 +7,673	+100%	+$954K	0.2%	100
2025 Q3	$921K	Hold	7,673	–	–	0.21%	92
2025 Q2	$827K	Hold	7,673	–	–	0.18%	113
2025 Q1	$739K	Hold	7,673	–	–	0.19%	102
2024 Q4	$773K	Buy	+7,673	New	+$770K	0.19%	103
2024 Q2	–	Sell	-7,673	Closed	-$686K	–	182
2024 Q1	$686K	Hold	7,673	–	–	0.22%	100
2023 Q4	$618K	Hold	7,673	–	–	0.23%	98
2023 Q3	$562K	Buy	+7,673	New	+$582K	0.23%	95
2023 Q2	–	Sell	-7,673	Closed	-$538K	–	134
2023 Q1	$538K	Hold	7,673	–	–	0.24%	79
2022 Q4	$491K	Hold	7,673	–	–	0.21%	108
2022 Q3	$457K	Hold	7,673	–	–	0.22%	106
2022 Q2	$492K	Hold	7,673	–	–	0.22%	97
2022 Q1	$584K	Hold	7,673	–	–	0.24%	96
2021 Q4	$599K	Hold	7,673	–	–	0.22%	94
2021 Q3	$546K	Hold	7,673	–	–	0.23%	89
2021 Q2	$545K	Hold	7,673	–	–	0.29%	73
2021 Q1	$506K	Hold	7,673	–	–	0.24%	79
2020 Q4	$483K	Hold	7,673	–	–	0.25%	76
2020 Q3	$432K	Hold	7,673	–	–	0.24%	75
2020 Q2	$405K	Hold	7,673	–	–	0.24%	78
2020 Q1	$343K	Sell	7,673 -455	-6%	-$23.3K	0.24%	78
2019 Q4	$438K	Buy	+8,128	New	+$419K	0.29%	59

Other funds holding IOO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

BCS Wealth Management's IOO Position: Q2 2026 in Review

BCS Wealth Management held its iShares Global 100 ETF (IOO) position steady in Q2 2026 at 7,673 shares worth $1.05M. The position accounts for 0.19% of the portfolio, ranked #106.

BCS Wealth Management first reported a position in IOO in Q4 2019 and has held it in 24 quarters since. The position peaked at $1.94M in Q4 2025. 378 funds tracked by Wall St. Rank hold IOO as of Q2 2026.

BCS Wealth Management held 7,673 shares of iShares Global 100 ETF worth $1.05M as of Q2 2026.
BCS Wealth Management left its iShares Global 100 ETF share count unchanged in Q2 2026.
iShares Global 100 ETF made up 0.19% of BCS Wealth Management's portfolio in Q2 2026, its #106 holding.
BCS Wealth Management first reported a position in iShares Global 100 ETF in Q4 2019 and has held it in 24 quarters since.
BCS Wealth Management's iShares Global 100 ETF position peaked at $1.94M in Q4 2025.
378 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.