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Claraphi Advisory Network’s iShares Global 100 ETF IOO Stock Holding History

Claraphi Advisory Network’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
Q2 		– Sell
-30
Closed -$1K – 722
2020
Q1 		$1K Buy
+30
New +$1.54K ﹤0.01% 1093

Other funds holding IOO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

Claraphi Advisory Network's IOO Position: Q2 2020 in Review

Claraphi Advisory Network sold out of iShares Global 100 ETF (IOO) in Q2 2020, closing a stake of 30 shares — an estimated $1K sold.

Claraphi Advisory Network first reported a position in IOO in Q1 2020 and held it in 1 quarter. The position peaked at $1K in Q1 2020. 140 funds tracked by Wall St. Rank hold IOO as of Q2 2020.

  • Claraphi Advisory Network reported no remaining iShares Global 100 ETF position as of Q2 2020 after selling out during the quarter.
  • Claraphi Advisory Network sold 30 iShares Global 100 ETF shares in Q2 2020, an estimated $1K.
  • Claraphi Advisory Network first reported a position in iShares Global 100 ETF in Q1 2020 and held it in 1 quarter.
  • Claraphi Advisory Network's iShares Global 100 ETF position peaked at $1K in Q1 2020.
  • 140 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2020.

Based on Claraphi Advisory Network's 13F filing for Q2 2020, filed 14 Aug 2020.