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Benjamin F. Edwards & Company’s iShares Global 100 ETF IOO Stock Holding History

Benjamin F. Edwards & Company’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
2024
Q2 		$15K Hold
155
– – ﹤0.01% 1607
2024
Q1 		$14K Hold
155
– – ﹤0.01% 1618
2023
Q4 		$12K Hold
155
– – ﹤0.01% 1612
2023
Q3 		$11K Hold
155
– – ﹤0.01% 1374
2023
Q2 		$12K Hold
155
– – ﹤0.01% 1379
2023
Q1 		$11K Hold
155
– – ﹤0.01% 1390
2022
Q4 		$10K Buy
+155
New +$9.94K ﹤0.01% 1421

Other funds holding IOO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Benjamin F. Edwards & Company's IOO Position: Q2 2024 in Review

Benjamin F. Edwards & Company held its iShares Global 100 ETF (IOO) position steady in Q2 2024 at 155 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #1607.

Benjamin F. Edwards & Company first reported a position in IOO in Q4 2022 and has held it in 7 quarters since. 275 funds tracked by Wall St. Rank hold IOO as of Q2 2024.

  • Benjamin F. Edwards & Company held 155 shares of iShares Global 100 ETF worth $15K as of Q2 2024.
  • Benjamin F. Edwards & Company left its iShares Global 100 ETF share count unchanged in Q2 2024.
  • iShares Global 100 ETF made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1607 holding.
  • Benjamin F. Edwards & Company first reported a position in iShares Global 100 ETF in Q4 2022 and has held it in 7 quarters since.
  • 275 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.