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Beacon Pointe Advisors’s iShares Global 100 ETF IOO Stock Holding History

Beacon Pointe 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
2026
Q1 		$626K Sell
5,172
-3,957
-43% -$499K ﹤0.01% 1197
2025
Q4 		$1.16M Buy
9,129
+1,851
+25% +$230K 0.01% 787
2025
Q3 		$873K Buy
7,278
+3,043
+72% +$346K 0.01% 804
2025
Q2 		$457K Hold
4,235
– – ﹤0.01% 911
2025
Q1 		$408K Sell
4,235
-785
-16% -$79.3K ﹤0.01% 912
2024
Q4 		$506K Buy
5,020
+2
+0% +$201 0.01% 828
2024
Q3 		$498K Hold
5,018
– – 0.01% 859
2024
Q2 		$485K Buy
5,018
+123
+3% +$11.3K 0.01% 878
2024
Q1 		$438K Buy
4,895
+720
+17% +$61K ﹤0.01% 965
2023
Q4 		$336K Sell
4,175
-106
-2% -$8.11K ﹤0.01% 1043
2023
Q3 		$314K Buy
4,281
+106
+3% +$8.04K ﹤0.01% 1049
2023
Q2 		$318K Sell
4,175
-106
-2% -$7.74K 0.01% 870
2023
Q1 		$300K Buy
4,281
+106
+3% +$7.12K 0.01% 932
2022
Q4 		$267K Sell
4,175
-575
-12% -$36.9K 0.01% 905
2022
Q3 		$283K Sell
4,750
-735
-13% -$48.8K 0.01% 816
2022
Q2 		$351K Sell
5,485
-1,180
-18% -$81.9K 0.01% 771
2022
Q1 		$507K Buy
6,665
+500
+8% +$37.5K 0.01% 804
2021
Q4 		$481K Hold
6,165
– – 0.01% 582
2021
Q3 		$439K Hold
6,165
– – 0.01% 575
2021
Q2 		$438K Sell
6,165
-50
-0.8% -$3.48K 0.02% 525
2021
Q1 		$410K Buy
6,215
+785
+14% +$51K 0.03% 324
2020
Q4 		$342K Hold
5,430
– – 0.02% 341
2020
Q3 		$306K Hold
5,430
– – 0.03% 297
2020
Q2 		$287K Hold
5,430
– – 0.03% 309
2020
Q1 		$242K Buy
+5,430
New +$279K 0.04% 255

Other funds holding IOO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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 $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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Beacon Pointe Advisors's IOO Position: Q1 2026 in Review

Beacon Pointe Advisors reduced its iShares Global 100 ETF (IOO) stake by 43% in Q1 2026, selling an estimated $499K and leaving 5,172 shares worth $626K. The position accounts for ﹤0.01% of the portfolio, ranked #1197.

Beacon Pointe Advisors first reported a position in IOO in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.16M in Q4 2025. 355 funds tracked by Wall St. Rank hold IOO as of Q1 2026.

  • Beacon Pointe Advisors held 5,172 shares of iShares Global 100 ETF worth $626K as of Q1 2026.
  • Beacon Pointe Advisors sold 3,957 iShares Global 100 ETF shares in Q1 2026, an estimated $499K.
  • iShares Global 100 ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1197 holding.
  • Beacon Pointe Advisors first reported a position in iShares Global 100 ETF in Q1 2020 and has held it in 25 quarters since.
  • Beacon Pointe Advisors's iShares Global 100 ETF position peaked at $1.16M in Q4 2025.
  • 355 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.