Csenge Advisory Group’s iShares Global 100 ETF IOO Stock Holding History

Csenge Advisory Group’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
2025 Q1	–	Sell	-6,980	Closed	-$703K	–	702
2024 Q4	$703K	Sell	6,980 -811	-10%	-$81.4K	0.04%	349
2024 Q3	$779K	Buy	+7,791	New	+$752K	0.04%	323
2024 Q1	–	Sell	-22,095	Closed	-$1.78M	–	732
2023 Q4	$1.78M	Sell	22,095 -1,037	-4%	-$79.3K	0.11%	155
2023 Q3	$1.69M	Buy	+23,132	New	+$1.75M	0.12%	150
2022 Q4	–	Sell	-25,919	Closed	-$1.54M	–	631
2022 Q3	$1.54M	Buy	25,919 +11,612	+81%	+$770K	0.13%	153
2022 Q2	$917K	Buy	+14,307	New	+$993K	0.08%	221
2020 Q3	–	Sell	-14,586	Closed	-$770K	–	417
2020 Q2	$770K	Buy	+14,586	New	+$729K	0.11%	142
2020 Q1	–	Sell	-17,796	Closed	-$960K	–	317
2019 Q4	$960K	Buy	+17,796	New	+$917K	0.24%	89

Other funds holding IOO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

AAS

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Csenge Advisory Group's IOO Position: Q1 2025 in Review

Csenge Advisory Group sold out of iShares Global 100 ETF (IOO) in Q1 2025, closing a stake of 6,980 shares — an estimated $703K sold.

Csenge Advisory Group first reported a position in IOO in Q4 2019 and held it in 8 quarters. The position peaked at $1.78M in Q4 2023. 322 funds tracked by Wall St. Rank hold IOO as of Q1 2025.

Csenge Advisory Group reported no remaining iShares Global 100 ETF position as of Q1 2025 after selling out during the quarter.
Csenge Advisory Group sold 6,980 iShares Global 100 ETF shares in Q1 2025, an estimated $703K.
Csenge Advisory Group first reported a position in iShares Global 100 ETF in Q4 2019 and held it in 8 quarters.
Csenge Advisory Group's iShares Global 100 ETF position peaked at $1.78M in Q4 2023.
322 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q1 2025.

Based on Csenge Advisory Group's 13F filing for Q1 2025, filed 5 May 2025.