Beaumont Capital Management’s iShares Global 100 ETF IOO Stock Holding History

Beaumont Capital 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	$588K	Buy	+4,303	New	+$585K	0.68%	28
2025 Q1	–	Sell	-2,900	Closed	-$292K	–	67
2024 Q4	$292K	Buy	2,900 +553	+24%	+$55.5K	0.23%	41
2024 Q3	$233K	Buy	+2,347	New	+$227K	0.17%	43
2024 Q1	–	Sell	-12,358	Closed	-$995K	–	49
2023 Q4	$995K	Sell	12,358 -1,071	-8%	-$81.9K	0.76%	35
2023 Q3	$984K	Buy	+13,429	New	+$1.02M	0.71%	29
2022 Q4	–	Sell	-9,629	Closed	-$573K	–	48
2022 Q3	$573K	Sell	9,629 -1,304	-12%	-$86.5K	0.57%	27
2022 Q2	$700K	Sell	10,933 -3,222	-23%	-$224K	0.58%	22
2022 Q1	$1.08M	Buy	+14,155	New	+$1.06M	0.69%	29

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

Beaumont Capital Management's IOO Position: Q2 2026 in Review

Beaumont Capital Management opened a new position in iShares Global 100 ETF (IOO) in Q2 2026: 4,303 shares worth $588K. The stake represents 0.68% of the portfolio and ranks #28 among its holdings. This is a return to the name: Beaumont Capital Management previously reported a position in IOO as recently as Q4 2024.

Beaumont Capital Management first reported a position in IOO in Q1 2022 and has held it in 8 quarters since. The position peaked at $1.08M in Q1 2022. 378 funds tracked by Wall St. Rank hold IOO as of Q2 2026.

Beaumont Capital Management held 4,303 shares of iShares Global 100 ETF worth $588K as of Q2 2026.
iShares Global 100 ETF was a new Beaumont Capital Management position in Q2 2026.
iShares Global 100 ETF made up 0.68% of Beaumont Capital Management's portfolio in Q2 2026, its #28 holding.
Beaumont Capital Management first reported a position in iShares Global 100 ETF in Q1 2022 and has held it in 8 quarters since.
Beaumont Capital Management's iShares Global 100 ETF position peaked at $1.08M in Q1 2022.
378 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2026.

Based on Beaumont Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.