Claro Advisors’s iShares Global 100 ETF IOO Stock Holding History

Claro 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
2019 Q1	–	Sell	-2,754	Closed	-$134K	–	541
2018 Q4	$134K	Buy	+2,754	New	+$126K	0.11%	178

Other funds holding IOO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Claro Advisors's IOO Position: Q1 2019 in Review

Claro Advisors sold out of iShares Global 100 ETF (IOO) in Q1 2019, closing a stake of 2,754 shares — an estimated $134K sold.

Claro Advisors first reported a position in IOO in Q4 2018 and held it in 1 quarter. The position peaked at $134K in Q4 2018. 126 funds tracked by Wall St. Rank hold IOO as of Q1 2019.

Claro Advisors reported no remaining iShares Global 100 ETF position as of Q1 2019 after selling out during the quarter.
Claro Advisors sold 2,754 iShares Global 100 ETF shares in Q1 2019, an estimated $134K.
Claro Advisors first reported a position in iShares Global 100 ETF in Q4 2018 and held it in 1 quarter.
Claro Advisors's iShares Global 100 ETF position peaked at $134K in Q4 2018.
126 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q1 2019.

Based on Claro Advisors's 13F filing for Q1 2019, filed 10 May 2019.