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CHB Investment Group’s iShares Global 100 ETF IOO Stock Holding History

CHB Investment 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
2025
Q2 		$2.04M Sell
18,933
-183
-1% -$18.2K 1.04% 44
2025
Q1 		$1.84M Sell
19,116
-611
-3% -$61.7K 0.98% 49
2024
Q4 		$1.99M Sell
19,727
-2,485
-11% -$250K 1.08% 47
2024
Q3 		$2.2M Buy
+22,212
New +$2.14M 1.17% 49

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
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 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 $1.89T AUM 35.08% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CHB Investment Group's IOO Position: Q2 2025 in Review

CHB Investment Group reduced its iShares Global 100 ETF (IOO) stake by 0.96% in Q2 2025, selling an estimated $18.2K and leaving 18,933 shares worth $2.04M. The position accounts for 1.04% of the portfolio, ranked #44.

CHB Investment Group first reported a position in IOO in Q3 2024 and has held it in 4 quarters since. The position peaked at $2.2M in Q3 2024. 323 funds tracked by Wall St. Rank hold IOO as of Q2 2025.

  • CHB Investment Group held 18,933 shares of iShares Global 100 ETF worth $2.04M as of Q2 2025.
  • CHB Investment Group sold 183 iShares Global 100 ETF shares in Q2 2025, an estimated $18.2K.
  • iShares Global 100 ETF made up 1.04% of CHB Investment Group's portfolio in Q2 2025, its #44 holding.
  • CHB Investment Group first reported a position in iShares Global 100 ETF in Q3 2024 and has held it in 4 quarters since.
  • CHB Investment Group's iShares Global 100 ETF position peaked at $2.2M in Q3 2024.
  • 323 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2025.

Based on CHB Investment Group's 13F filing for Q2 2025, filed 15 Jul 2025.