Envision Financial Transparency’s iShares Global 100 ETF IOO Stock Holding History

Envision Financial Transparency’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	$2.03M	Buy	+16,757	New	+$2.11M	1.97%	11

Other funds holding IOO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envision Financial Transparency's IOO Position: Q1 2026 in Review

Envision Financial Transparency opened a new position in iShares Global 100 ETF (IOO) in Q1 2026: 16,757 shares worth $2.03M. The stake represents 1.97% of the portfolio and ranks #11 among its holdings.

357 funds tracked by Wall St. Rank hold IOO as of Q1 2026.

Envision Financial Transparency held 16,757 shares of iShares Global 100 ETF worth $2.03M as of Q1 2026.
iShares Global 100 ETF was a new Envision Financial Transparency position in Q1 2026.
iShares Global 100 ETF made up 1.97% of Envision Financial Transparency's portfolio in Q1 2026, its #11 holding.
357 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q1 2026.

Based on Envision Financial Transparency's 13F filing for Q1 2026, filed 13 May 2026.