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Chilton Capital Management’s iShares Global 100 ETF IOO Stock Holding History

Chilton Capital 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
2025
Q3 		– Sell
-266
Closed -$28.7K – 589
2025
Q2 		$28.7K Hold
266
– – ﹤0.01% 390
2025
Q1 		$25.6K Hold
266
– – ﹤0.01% 384
2024
Q4 		$26.8K Buy
+266
New +$26.7K ﹤0.01% 385

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
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Chilton Capital Management's IOO Position: Q3 2025 in Review

Chilton Capital Management sold out of iShares Global 100 ETF (IOO) in Q3 2025, closing a stake of 266 shares — an estimated $28.7K sold.

Chilton Capital Management first reported a position in IOO in Q4 2024 and held it in 3 quarters. The position peaked at $28.7K in Q2 2025. 318 funds tracked by Wall St. Rank hold IOO as of Q3 2025.

  • Chilton Capital Management reported no remaining iShares Global 100 ETF position as of Q3 2025 after selling out during the quarter.
  • Chilton Capital Management sold 266 iShares Global 100 ETF shares in Q3 2025, an estimated $28.7K.
  • Chilton Capital Management first reported a position in iShares Global 100 ETF in Q4 2024 and held it in 3 quarters.
  • Chilton Capital Management's iShares Global 100 ETF position peaked at $28.7K in Q2 2025.
  • 318 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q3 2025.

Based on Chilton Capital Management's 13F filing for Q3 2025, filed 31 Oct 2025.