EWA
IOO icon

Encompass Wealth Advisors’s iShares Global 100 ETF IOO Stock Holding History

Encompass Wealth Advisors’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
2024
Q4 		– Sell
-3,340
Closed -$331K – 114
2024
Q3 		$331K Hold
3,340
– – 0.08% 184
2024
Q2 		$323K Hold
3,340
– – 0.09% 177
2024
Q1 		$299K Hold
3,340
– – 0.08% 195
2023
Q4 		$269K Hold
3,340
– – 0.08% 179
2023
Q3 		$245K Hold
3,340
– – 0.08% 178
2023
Q2 		$254K Hold
3,340
– – 0.08% 176
2023
Q1 		$234K Hold
3,340
– – 0.08% 178
2022
Q4 		$214K Buy
+3,340
New +$214K 0.08% 185
2021
Q1 		– Sell
-3,340
Closed -$210K – 355
2020
Q4 		$210K Buy
+3,340
New +$199K 0.12% 107

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
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.2B AUM 15.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return