Clear Perspectives Financial Planning’s iShares Global 100 ETF IOO Stock Holding History

Clear Perspectives Financial Planning’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
2023 Q1	$3.06M	Buy	43,702 +38,196	+694%	+$2.56M	1.72%	15
2022 Q4	$353K	Sell	5,506 -90	-2%	-$5.77K	0.19%	37
2022 Q3	$333K	Sell	5,596 -575	-9%	-$38.1K	0.16%	39
2022 Q2	$395K	Sell	6,171 -49,329	-89%	-$3.42M	0.15%	38
2022 Q1	$4.22M	Sell	55,500 -1,461	-3%	-$109K	1.6%	16
2021 Q4	$4.44M	Sell	56,961 -2,461	-4%	-$186K	1.8%	16
2021 Q3	$4.23M	Sell	59,422 -1,773	-3%	-$130K	1.92%	14
2021 Q2	$4.34M	Sell	61,195 -977	-2%	-$68.1K	2.1%	14
2021 Q1	$4.1M	Sell	62,172 -3,376	-5%	-$219K	2.38%	11
2020 Q4	$4.12M	Buy	+65,548	New	+$3.9M	2.61%	14

Other funds holding IOO

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

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

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

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

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

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Clear Perspectives Financial Planning's IOO Position: Q1 2023 in Review

Clear Perspectives Financial Planning increased its iShares Global 100 ETF (IOO) stake by 694% in Q1 2023, buying an estimated $2.56M and bringing the position to 43,702 shares worth $3.06M. The position accounts for 1.72% of the portfolio, ranked #15.

Clear Perspectives Financial Planning first reported a position in IOO in Q4 2020 and has held it in 10 quarters since. The position peaked at $4.44M in Q4 2021. 212 funds tracked by Wall St. Rank hold IOO as of Q1 2023.

Clear Perspectives Financial Planning held 43,702 shares of iShares Global 100 ETF worth $3.06M as of Q1 2023.
Clear Perspectives Financial Planning bought 38,196 iShares Global 100 ETF shares in Q1 2023, an estimated $2.56M.
iShares Global 100 ETF made up 1.72% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #15 holding.
Clear Perspectives Financial Planning first reported a position in iShares Global 100 ETF in Q4 2020 and has held it in 10 quarters since.
Clear Perspectives Financial Planning's iShares Global 100 ETF position peaked at $4.44M in Q4 2021.
212 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.