Envestnet Portfolio Solutions
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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 $6.73T AUM 46.02% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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 $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Portfolio Solutions's IOO Position: Q1 2026 in Review

Envestnet Portfolio Solutions sold out of iShares Global 100 ETF (IOO) in Q1 2026, closing a stake of 7,817 shares — an estimated $990K sold.

Envestnet Portfolio Solutions first reported a position in IOO in Q3 2023 and held it in 8 quarters. The position peaked at $1.25M in Q2 2025. 358 funds tracked by Wall St. Rank hold IOO as of Q1 2026.

  • Envestnet Portfolio Solutions reported no remaining iShares Global 100 ETF position as of Q1 2026 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 7,817 iShares Global 100 ETF shares in Q1 2026, an estimated $990K.
  • Envestnet Portfolio Solutions first reported a position in iShares Global 100 ETF in Q3 2023 and held it in 8 quarters.
  • Envestnet Portfolio Solutions's iShares Global 100 ETF position peaked at $1.25M in Q2 2025.
  • 358 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.