Envestnet Portfolio Solutions
IOO icon

Envestnet Portfolio Solutions’s iShares Global 100 ETF IOO Stock Holding History

Envestnet Portfolio Solutions’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 		– Sell
-7,817
Closed -$990K – 1397
2025
Q4 		$990K Sell
7,817
-784
-9% -$97.5K ﹤0.01% 761
2025
Q3 		$1.03M Sell
8,601
-2,966
-26% -$338K ﹤0.01% 727
2025
Q2 		$1.25M Buy
11,567
+1,085
+10% +$108K ﹤0.01% 712
2025
Q1 		$1.01M Sell
10,482
-1,113
-10% -$112K ﹤0.01% 789
2024
Q4 		$1.17M Buy
11,595
+3,493
+43% +$351K ﹤0.01% 856
2024
Q3 		$803K Buy
+8,102
New +$782K ﹤0.01% 983
2024
Q1 		– Sell
-6,129
Closed -$494K – 1625
2023
Q4 		$494K Sell
6,129
-5,945
-49% -$455K ﹤0.01% 1063
2023
Q3 		$884K Buy
+12,074
New +$915K ﹤0.01% 780

Other funds holding IOO

BlackRock
BlackRock New York $5.7T 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 $376B 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 $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return