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

Evolution 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
2026 Q1	$998K	Hold	8,254	–	–	0.1%	75
2025 Q4	$1.05M	Hold	8,254	–	–	0.11%	74
2025 Q3	$991K	Hold	8,254	–	–	0.13%	77
2025 Q2	$890K	Hold	8,254	–	–	0.13%	79
2025 Q1	$795K	Hold	8,254	–	–	0.13%	70
2024 Q4	$832K	Sell	8,254 -250	-3%	-$25.1K	0.14%	67
2024 Q3	$843K	Sell	8,504 -250	-3%	-$24.1K	0.15%	63
2024 Q2	$845K	Hold	8,754	–	–	0.16%	64
2024 Q1	$783K	Sell	8,754 -245	-3%	-$20.8K	0.15%	67
2023 Q4	$725K	Hold	8,999	–	–	0.15%	66
2023 Q3	$659K	Hold	8,999	–	–	0.15%	63
2023 Q2	$684K	Hold	8,999	–	–	0.15%	60
2023 Q1	$630K	Buy	8,999 +5,644	+168%	+$379K	0.15%	57
2022 Q4	$215K	Buy	+3,355	New	+$215K	0.05%	114

Other funds holding IOO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Evolution Wealth Advisors's IOO Position: Q1 2026 in Review

Evolution Wealth Advisors held its iShares Global 100 ETF (IOO) position steady in Q1 2026 at 8,254 shares worth $998K. The position accounts for 0.1% of the portfolio, ranked #75.

Evolution Wealth Advisors first reported a position in IOO in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.05M in Q4 2025. 355 funds tracked by Wall St. Rank hold IOO as of Q1 2026.

Evolution Wealth Advisors held 8,254 shares of iShares Global 100 ETF worth $998K as of Q1 2026.
Evolution Wealth Advisors left its iShares Global 100 ETF share count unchanged in Q1 2026.
iShares Global 100 ETF made up 0.1% of Evolution Wealth Advisors's portfolio in Q1 2026, its #75 holding.
Evolution Wealth Advisors first reported a position in iShares Global 100 ETF in Q4 2022 and has held it in 14 quarters since.
Evolution Wealth Advisors's iShares Global 100 ETF position peaked at $1.05M in Q4 2025.
355 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q1 2026.

Based on Evolution Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.