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Cornerstone Wealth Management’s iShares Global 100 ETF IOO Stock Holding History

Cornerstone Wealth 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
2022
Q1 		– Sell
-3,270
Closed -$254K – 494
2021
Q4 		$254K Buy
+3,270
New +$247K 0.02% 434

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
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

Cornerstone Wealth Management's IOO Position: Q1 2022 in Review

Cornerstone Wealth Management sold out of iShares Global 100 ETF (IOO) in Q1 2022, closing a stake of 3,270 shares — an estimated $254K sold.

Cornerstone Wealth Management first reported a position in IOO in Q4 2021 and held it in 1 quarter. The position peaked at $254K in Q4 2021. 191 funds tracked by Wall St. Rank hold IOO as of Q1 2022.

  • Cornerstone Wealth Management reported no remaining iShares Global 100 ETF position as of Q1 2022 after selling out during the quarter.
  • Cornerstone Wealth Management sold 3,270 iShares Global 100 ETF shares in Q1 2022, an estimated $254K.
  • Cornerstone Wealth Management first reported a position in iShares Global 100 ETF in Q4 2021 and held it in 1 quarter.
  • Cornerstone Wealth Management's iShares Global 100 ETF position peaked at $254K in Q4 2021.
  • 191 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q1 2022.

Based on Cornerstone Wealth Management's 13F filing for Q1 2022, filed 21 Apr 2022.