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Beaumont Financial Advisors’s iShares Global 100 ETF IOO Stock Holding History

Beaumont Financial 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
2025
Q2 		– Sell
-144,213
Closed -$13.9M – 388
2025
Q1 		$13.9M Sell
144,213
-7,905
-5% -$799K 1.09% 30
2024
Q4 		$15.3M Sell
152,118
-85,123
-36% -$8.55M 1.15% 25
2024
Q3 		$23.5M Sell
237,241
-1,553
-0.7% -$150K 1.84% 16
2024
Q2 		$23.1M Sell
238,794
-76,608
-24% -$7.02M 1.84% 15
2024
Q1 		$28.2M Sell
315,402
-10,002
-3% -$848K 2.32% 8
2023
Q4 		$26.2M Sell
325,404
-70,629
-18% -$5.4M 2.39% 7
2023
Q3 		$29M Sell
396,033
-24,513
-6% -$1.86M 2.9% 6
2023
Q2 		$32M Sell
420,546
-16,968
-4% -$1.24M 2.95% 3
2023
Q1 		$30.7M Buy
+437,514
New +$29.4M 3.1% 5
2022
Q4 		– Sell
-5,278
Closed -$314K – 335
2022
Q3 		$314K Buy
5,278
+119
+2% +$7.89K 0.03% 228
2022
Q2 		$331K Sell
5,159
-1,578
-23% -$110K 0.03% 224
2022
Q1 		$512K Sell
6,737
-99,185
-94% -$7.43M 0.04% 203
2021
Q4 		$8.26M Buy
+105,922
New +$8.02M 0.6% 47
2020
Q4 		– Sell
-13,792
Closed -$776K – 347
2020
Q3 		$776K Buy
+13,792
New +$777K 0.07% 160
2015
Q1 		– Sell
-238,290
Closed -$9.08M – 151
2014
Q4 		$9.08M Buy
+238,290
New +$9.16M 0.44% 63

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
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
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

Beaumont Financial Advisors's IOO Position: Q2 2025 in Review

Beaumont Financial Advisors sold out of iShares Global 100 ETF (IOO) in Q2 2025, closing a stake of 144,213 shares — an estimated $13.9M sold.

Beaumont Financial Advisors first reported a position in IOO in Q4 2014 and held it in 15 quarters. The position peaked at $32M in Q2 2023. 323 funds tracked by Wall St. Rank hold IOO as of Q2 2025.

  • Beaumont Financial Advisors reported no remaining iShares Global 100 ETF position as of Q2 2025 after selling out during the quarter.
  • Beaumont Financial Advisors sold 144,213 iShares Global 100 ETF shares in Q2 2025, an estimated $13.9M.
  • Beaumont Financial Advisors first reported a position in iShares Global 100 ETF in Q4 2014 and held it in 15 quarters.
  • Beaumont Financial Advisors's iShares Global 100 ETF position peaked at $32M in Q2 2023.
  • 323 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2025.

Based on Beaumont Financial Advisors's 13F filing for Q2 2025, filed 16 Jul 2025.