Envestnet Asset Management’s iShares Global 100 ETF IOO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$37.7M Buy
312,031
+31,942
+11% +$4.03M 0.01% 945
2025
Q4
$35.5M Sell
280,089
-101,999
-27% -$12.7M 0.01% 907
2025
Q3
$45.9M Sell
382,088
-5,206
-1% -$593K 0.01% 800
2025
Q2
$41.8M Buy
387,294
+40,655
+12% +$4.04M 0.01% 830
2025
Q1
$33.4M Buy
346,639
+8,130
+2% +$821K 0.01% 892
2024
Q4
$34.1M Buy
338,509
+7,987
+2% +$802K 0.01% 880
2024
Q3
$32.8M Buy
330,522
+33,347
+11% +$3.22M 0.01% 923
2024
Q2
$28.7M Buy
297,175
+24,173
+9% +$2.22M 0.01% 923
2024
Q1
$24.4M Buy
273,002
+45,728
+20% +$3.88M 0.01% 995
2023
Q4
$18.3M Sell
227,274
-19,078
-8% -$1.46M 0.01% 1085
2023
Q3
$18M Buy
246,352
+74,391
+43% +$5.64M 0.01% 1025
2023
Q2
$13.1M Buy
171,961
+15,891
+10% +$1.16M 0.01% 1140
2023
Q1
$10.9M Buy
156,070
+11,575
+8% +$777K 0.01% 1191
2022
Q4
$9.25M Sell
144,495
-40,809
-22% -$2.62M ﹤0.01% 1242
2022
Q3
$11M Sell
185,304
-2,087
-1% -$138K 0.01% 1080
2022
Q2
$12M Buy
187,391
+43,628
+30% +$3.03M 0.01% 1052
2022
Q1
$10.9M Buy
143,763
+61,035
+74% +$4.57M 0.01% 1161
2021
Q4
$6.45M Buy
82,728
+1,291
+2% +$97.7K ﹤0.01% 1444
2021
Q3
$5.79M Buy
81,437
+4,376
+6% +$320K ﹤0.01% 1441
2021
Q2
$5.47M Buy
77,061
+2,884
+4% +$201K ﹤0.01% 1455
2021
Q1
$4.9M Buy
74,177
+5,474
+8% +$355K ﹤0.01% 1433
2020
Q4
$4.32M Sell
68,703
-33,301
-33% -$1.98M ﹤0.01% 1347
2020
Q3
$5.74M Sell
102,004
-18,065
-15% -$1.02M 0.01% 1090
2020
Q2
$6.34M Buy
120,069
+24,615
+26% +$1.23M 0.01% 998
2020
Q1
$4.26M Buy
95,454
+37,830
+66% +$1.94M 0.01% 1077
2019
Q4
$3.11M Buy
57,624
+4,993
+9% +$257K ﹤0.01% 1372
2019
Q3
$2.6M Buy
52,631
+2,930
+6% +$143K ﹤0.01% 1402
2019
Q2
$2.43M Sell
49,701
-509
-1% -$24.6K ﹤0.01% 1443
2019
Q1
$2.39M Sell
50,210
-5,804
-10% -$264K ﹤0.01% 1387
2018
Q4
$2.38M Sell
56,014
-11,817
-17% -$539K ﹤0.01% 1245
2018
Q3
$3.31M Buy
+67,831
New +$3.24M 0.01% 503
2018
Q1
Sell
-63,290
Closed -$2.93M 2893
2017
Q4
$2.93M Sell
63,290
-11,364
-15% -$519K 0.01% 800
2017
Q3
$3.29M Buy
74,654
+19,216
+35% +$829K 0.01% 721
2017
Q2
$2.33M Buy
55,438
+10,782
+24% +$453K 0.01% 859
2017
Q1
$1.82M Sell
44,656
-19,782
-31% -$788K 0.01% 972
2016
Q4
$2.47M Buy
64,438
+23,414
+57% +$882K 0.01% 832
2016
Q3
$1.54M Sell
41,024
-1,726
-4% -$64.1K 0.01% 1055
2016
Q2
$1.53M Sell
42,750
-294
-0.7% -$10.6K 0.01% 1133
2016
Q1
$1.55M Sell
43,044
-440
-1% -$15.1K 0.01% 1112
2015
Q4
$1.58M Sell
43,484
-1,546
-3% -$57.4K 0.01% 1059
2015
Q3
$1.56M Sell
45,030
-239,954
-84% -$8.81M 0.01% 1064
2015
Q2
$10.7M Buy
284,984
+237,734
+503% +$9.37M 0.05% 349
2015
Q1
$1.82M Sell
47,250
-163,952
-78% -$6.29M 0.01% 1012
2014
Q4
$8.05M Buy
211,202
+205,390
+3,534% +$7.89M 0.08% 161
2014
Q3
$225K Buy
5,812
+1,242
+27% +$48.8K ﹤0.01% 1051
2014
Q2
$180K Buy
4,570
+3,098
+210% +$123K ﹤0.01% 1030
2014
Q1
$57K Sell
1,472
-37,898
-96% -$1.44M ﹤0.01% 1317
2013
Q4
$1.52M Buy
39,370
+36,986
+1,551% +$1.39M 0.02% 351
2013
Q3
$86K Sell
2,384
-306
-11% -$10.8K ﹤0.01% 1022
2013
Q2
$91K Buy
+2,690
New +$94K ﹤0.01% 1009

Other funds holding IOO

Envestnet Asset Management's IOO Position: Q1 2026 in Review

Envestnet Asset Management increased its iShares Global 100 ETF (IOO) stake by 11% in Q1 2026, buying an estimated $4.03M and bringing the position to 312,031 shares worth $37.7M. The position accounts for 0.01% of the portfolio, ranked #945.

Envestnet Asset Management first reported a position in IOO in Q2 2013 and has held it in 50 quarters since. The position peaked at $45.9M in Q3 2025. 355 funds tracked by Wall St. Rank hold IOO as of Q1 2026.

  • Envestnet Asset Management held 312,031 shares of iShares Global 100 ETF worth $37.7M as of Q1 2026.
  • Envestnet Asset Management bought 31,942 iShares Global 100 ETF shares in Q1 2026, an estimated $4.03M.
  • iShares Global 100 ETF made up 0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #945 holding.
  • Envestnet Asset Management first reported a position in iShares Global 100 ETF in Q2 2013 and has held it in 50 quarters since.
  • Envestnet Asset Management's iShares Global 100 ETF position peaked at $45.9M in Q3 2025.
  • 355 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.