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Cabot Wealth Management’s iShares Global 100 ETF IOO Stock Holding History

Cabot Wealth 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
2026
Q2 		– Sell
-1,872
Closed -$226K – 148
2026
Q1 		$226K Buy
+1,872
New +$236K 0.03% 132

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cabot Wealth Management's IOO Position: Q2 2026 in Review

Cabot Wealth Management sold out of iShares Global 100 ETF (IOO) in Q2 2026, closing a stake of 1,872 shares — an estimated $226K sold.

Cabot Wealth Management first reported a position in IOO in Q1 2026 and held it in 1 quarter. The position peaked at $226K in Q1 2026. 378 funds tracked by Wall St. Rank hold IOO as of Q2 2026.

  • Cabot Wealth Management reported no remaining iShares Global 100 ETF position as of Q2 2026 after selling out during the quarter.
  • Cabot Wealth Management sold 1,872 iShares Global 100 ETF shares in Q2 2026, an estimated $226K.
  • Cabot Wealth Management first reported a position in iShares Global 100 ETF in Q1 2026 and held it in 1 quarter.
  • Cabot Wealth Management's iShares Global 100 ETF position peaked at $226K in Q1 2026.
  • 378 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2026.

Based on Cabot Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.