Bessemer Group’s iShares Global 100 ETF IOO Stock Holding History

Bessemer Group’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 Q1	–	Sell	-74	Closed	-$6K	–	2116
2023 Q4	$6K	Buy	+74	New	+$5.66K	﹤0.01%	1716

Other funds holding IOO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.2B AUM 15.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bessemer Group's IOO Position: Q1 2024 in Review

Bessemer Group sold out of iShares Global 100 ETF (IOO) in Q1 2024, closing a stake of 74 shares — an estimated $6K sold.

Bessemer Group first reported a position in IOO in Q4 2023 and held it in 1 quarter. The position peaked at $6K in Q4 2023. 258 funds tracked by Wall St. Rank hold IOO as of Q1 2024.

Bessemer Group reported no remaining iShares Global 100 ETF position as of Q1 2024 after selling out during the quarter.
Bessemer Group sold 74 iShares Global 100 ETF shares in Q1 2024, an estimated $6K.
Bessemer Group first reported a position in iShares Global 100 ETF in Q4 2023 and held it in 1 quarter.
Bessemer Group's iShares Global 100 ETF position peaked at $6K in Q4 2023.
258 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q1 2024.

Based on Bessemer Group's 13F filing for Q1 2024, filed 13 May 2024.