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Farther Finance Advisors’s iShares Global 100 ETF IOO Stock Holding History

Farther Finance 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
Q2 		– Sell
-950
Closed -$116K – 6048
2026
Q1 		$116K Sell
950
-18,219
-95% -$2.3M ﹤0.01% 2404
2025
Q4 		$2.43M Buy
19,169
+1,122
+6% +$140K 0.03% 517
2025
Q3 		$2.17M Buy
18,047
+17,843
+8,747% +$2.03M 0.03% 428
2025
Q2 		$22K Hold
204
– – ﹤0.01% 2619
2025
Q1 		$19.8K Buy
+204
New +$20.6K ﹤0.01% 2394

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Farther Finance Advisors's IOO Position: Q2 2026 in Review

Farther Finance Advisors sold out of iShares Global 100 ETF (IOO) in Q2 2026, closing a stake of 950 shares — an estimated $116K sold.

Farther Finance Advisors first reported a position in IOO in Q1 2025 and held it in 5 quarters. The position peaked at $2.43M in Q4 2025. 379 funds tracked by Wall St. Rank hold IOO as of Q2 2026.

  • Farther Finance Advisors reported no remaining iShares Global 100 ETF position as of Q2 2026 after selling out during the quarter.
  • Farther Finance Advisors sold 950 iShares Global 100 ETF shares in Q2 2026, an estimated $116K.
  • Farther Finance Advisors first reported a position in iShares Global 100 ETF in Q1 2025 and held it in 5 quarters.
  • Farther Finance Advisors's iShares Global 100 ETF position peaked at $2.43M in Q4 2025.
  • 379 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.