Beaumont Financial Advisors’s iShares Global 100 ETF IOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $13.9M | Sell |
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|
2024
Q4 | $15.3M | Sell |
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|
2024
Q3 | $23.5M | Sell |
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|
2024
Q2 | $23.1M | Sell |
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|
2024
Q1 | $28.2M | Sell |
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|
2023
Q4 | $26.2M | Sell |
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|
2023
Q3 | $29M | Sell |
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|
2023
Q2 | $32M | Sell |
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|
2023
Q1 | $30.7M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $314K | Buy |
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|
2022
Q2 | $331K | Sell |
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|
2022
Q1 | $512K | Sell |
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|
2021
Q4 | $8.26M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $776K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $9.08M | Buy |
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