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Belpointe Asset Management’s iShares Global 100 ETF IOO Stock Holding History

Belpointe Asset 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
2025
Q1 		– Sell
-7,855
Closed -$792K – 979
2024
Q4 		$792K Buy
7,855
+1,742
+28% +$175K 0.05% 384
2024
Q3 		$606K Buy
6,113
+3,948
+182% +$381K 0.04% 454
2024
Q2 		$209K Buy
+2,165
New +$199K 0.01% 714
2023
Q2 		– Sell
-250
Closed -$17.5K – 1923
2023
Q1 		$17.5K Hold
250
– – ﹤0.01% 2382
2022
Q4 		$16K Buy
+250
New +$16K ﹤0.01% 2337

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
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

Belpointe Asset Management's IOO Position: Q1 2025 in Review

Belpointe Asset Management sold out of iShares Global 100 ETF (IOO) in Q1 2025, closing a stake of 7,855 shares — an estimated $792K sold.

Belpointe Asset Management first reported a position in IOO in Q4 2022 and held it in 5 quarters. The position peaked at $792K in Q4 2024. 321 funds tracked by Wall St. Rank hold IOO as of Q1 2025.

  • Belpointe Asset Management reported no remaining iShares Global 100 ETF position as of Q1 2025 after selling out during the quarter.
  • Belpointe Asset Management sold 7,855 iShares Global 100 ETF shares in Q1 2025, an estimated $792K.
  • Belpointe Asset Management first reported a position in iShares Global 100 ETF in Q4 2022 and held it in 5 quarters.
  • Belpointe Asset Management's iShares Global 100 ETF position peaked at $792K in Q4 2024.
  • 321 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q1 2025.

Based on Belpointe Asset Management's 13F filing for Q1 2025, filed 20 May 2025.