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Cedar Mountain Advisors’s iShares Global 100 ETF IOO Stock Holding History

Cedar Mountain Advisors’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
2020
Q3 		– Sell
-146
Closed -$8K – 261
2020
Q2 		$8K Hold
146
– – ﹤0.01% 163
2020
Q1 		$7K Hold
146
– – ﹤0.01% 144
2019
Q4 		$8K Buy
+146
New +$7.52K ﹤0.01% 150

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

Cedar Mountain Advisors's IOO Position: Q3 2020 in Review

Cedar Mountain Advisors sold out of iShares Global 100 ETF (IOO) in Q3 2020, closing a stake of 146 shares — an estimated $8K sold.

Cedar Mountain Advisors first reported a position in IOO in Q4 2019 and held it in 3 quarters. The position peaked at $8K in Q2 2020. 144 funds tracked by Wall St. Rank hold IOO as of Q3 2020.

  • Cedar Mountain Advisors reported no remaining iShares Global 100 ETF position as of Q3 2020 after selling out during the quarter.
  • Cedar Mountain Advisors sold 146 iShares Global 100 ETF shares in Q3 2020, an estimated $8K.
  • Cedar Mountain Advisors first reported a position in iShares Global 100 ETF in Q4 2019 and held it in 3 quarters.
  • Cedar Mountain Advisors's iShares Global 100 ETF position peaked at $8K in Q2 2020.
  • 144 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q3 2020.

Based on Cedar Mountain Advisors's 13F filing for Q3 2020, filed 21 Oct 2020.