Creative Financial Designs’s iShares Global 100 ETF IOO Stock Holding History

Creative Financial Designs’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
2026 Q1	$2.06M	Sell	16,990 -10,810	-39%	-$1.36M	0.12%	147
2025 Q4	$3.52M	Sell	27,800 -71	-0.3%	-$8.83K	0.22%	100
2025 Q3	$3.34M	Sell	27,871 -2,099	-7%	-$239K	0.22%	101
2025 Q2	$3.23M	Sell	29,970 -360,056	-92%	-$35.7M	0.23%	99
2025 Q1	$37.6M	Buy	390,026 +19,782	+5%	+$2M	3%	2
2024 Q4	$37.3M	Buy	370,244 +358,171	+2,967%	+$36M	3.03%	3
2024 Q3	$1.2M	Sell	12,073 -3,298	-21%	-$318K	0.1%	171
2024 Q2	$1.48M	Sell	15,371 -29	-0.2%	-$2.66K	0.13%	139
2024 Q1	$1.38M	Buy	15,400 +3,994	+35%	+$339K	0.13%	140
2023 Q4	$918K	Sell	11,406 -313	-3%	-$23.9K	0.09%	170
2023 Q3	$858K	Buy	11,719 +90	+0.8%	+$6.82K	0.1%	162
2023 Q2	$884K	Buy	11,629 +1,855	+19%	+$135K	0.1%	166
2023 Q1	$685K	Buy	9,774 +63	+0.6%	+$4.23K	0.09%	174
2022 Q4	$622K	Buy	+9,711	New	+$623K	0.09%	171

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

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

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

Creative Financial Designs's IOO Position: Q1 2026 in Review

Creative Financial Designs reduced its iShares Global 100 ETF (IOO) stake by 39% in Q1 2026, selling an estimated $1.36M and leaving 16,990 shares worth $2.06M. The position accounts for 0.12% of the portfolio, ranked #147.

Creative Financial Designs first reported a position in IOO in Q4 2022 and has held it in 14 quarters since. The position peaked at $37.6M in Q1 2025. 355 funds tracked by Wall St. Rank hold IOO as of Q1 2026.

Creative Financial Designs held 16,990 shares of iShares Global 100 ETF worth $2.06M as of Q1 2026.
Creative Financial Designs sold 10,810 iShares Global 100 ETF shares in Q1 2026, an estimated $1.36M.
iShares Global 100 ETF made up 0.12% of Creative Financial Designs's portfolio in Q1 2026, its #147 holding.
Creative Financial Designs first reported a position in iShares Global 100 ETF in Q4 2022 and has held it in 14 quarters since.
Creative Financial Designs's iShares Global 100 ETF position peaked at $37.6M in Q1 2025.
355 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.