CHA
IOO icon

Carmichael Hill & Associates’s iShares Global 100 ETF IOO Stock Holding History

Carmichael Hill & Associates’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
Q3 		$18.3K Hold
185
– – 0.01% 515
2024
Q2 		$17.9K Hold
185
– – 0.01% 501
2024
Q1 		$16.5K Hold
185
– – 0.01% 503
2023
Q4 		$14.9K Hold
185
– – 0.01% 521
2023
Q3 		$13.6K Hold
185
– – 0.01% 517
2023
Q2 		$14.1K Buy
+185
New +$13.5K 0.01% 513

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Carmichael Hill & Associates's IOO Position: Q3 2024 in Review

Carmichael Hill & Associates held its iShares Global 100 ETF (IOO) position steady in Q3 2024 at 185 shares worth $18.3K. The position accounts for 0.01% of the portfolio, ranked #515.

Carmichael Hill & Associates first reported a position in IOO in Q2 2023 and has held it in 6 quarters since. 274 funds tracked by Wall St. Rank hold IOO as of Q3 2024.

  • Carmichael Hill & Associates held 185 shares of iShares Global 100 ETF worth $18.3K as of Q3 2024.
  • Carmichael Hill & Associates left its iShares Global 100 ETF share count unchanged in Q3 2024.
  • iShares Global 100 ETF made up 0.01% of Carmichael Hill & Associates's portfolio in Q3 2024, its #515 holding.
  • Carmichael Hill & Associates first reported a position in iShares Global 100 ETF in Q2 2023 and has held it in 6 quarters since.
  • 274 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.