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Empowered Funds’s iShares Global 100 ETF IOO Stock Holding History

Empowered Funds’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 		$33.1M Buy
+274,000
New +$34.6M 0.21% 80
2025
Q4 		– Sell
-263,694
Closed -$31.6M – 1445
2025
Q3 		$31.6M Buy
+263,694
New +$30M 0.32% 45
2022
Q3 		– Sell
-286,680
Closed -$18.4M – 353
2022
Q2 		$18.4M Buy
+286,680
New +$19.9M 2.37% 6

Other funds holding IOO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Empowered Funds's IOO Position: Q1 2026 in Review

Empowered Funds opened a new position in iShares Global 100 ETF (IOO) in Q1 2026: 274,000 shares worth $33.1M. The stake represents 0.21% of the portfolio and ranks #80 among its holdings. This is a return to the name: Empowered Funds previously reported a position in IOO as recently as Q3 2025.

Empowered Funds first reported a position in IOO in Q2 2022 and has held it in 3 quarters since. 355 funds tracked by Wall St. Rank hold IOO as of Q1 2026.

  • Empowered Funds held 274,000 shares of iShares Global 100 ETF worth $33.1M as of Q1 2026.
  • iShares Global 100 ETF was a new Empowered Funds position in Q1 2026.
  • iShares Global 100 ETF made up 0.21% of Empowered Funds's portfolio in Q1 2026, its #80 holding.
  • Empowered Funds first reported a position in iShares Global 100 ETF in Q2 2022 and has held it in 3 quarters since.
  • 355 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q1 2026.

Based on Empowered Funds's 13F filing for Q1 2026, filed 15 May 2026.