FIG Financial Advisory Services’s iShares Global 100 ETF IOO Stock Holding History

FIG Financial Advisory Services’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
2025 Q2	–	Sell	-13,929	Closed	-$1.34M	–	75
2025 Q1	$1.34M	Buy	+13,929	New	+$1.41M	0.95%	30

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

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 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 $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

FIG Financial Advisory Services's IOO Position: Q2 2025 in Review

FIG Financial Advisory Services sold out of iShares Global 100 ETF (IOO) in Q2 2025, closing a stake of 13,929 shares — an estimated $1.34M sold.

FIG Financial Advisory Services first reported a position in IOO in Q1 2025 and held it in 1 quarter. The position peaked at $1.34M in Q1 2025. 323 funds tracked by Wall St. Rank hold IOO as of Q2 2025.

FIG Financial Advisory Services reported no remaining iShares Global 100 ETF position as of Q2 2025 after selling out during the quarter.
FIG Financial Advisory Services sold 13,929 iShares Global 100 ETF shares in Q2 2025, an estimated $1.34M.
FIG Financial Advisory Services first reported a position in iShares Global 100 ETF in Q1 2025 and held it in 1 quarter.
FIG Financial Advisory Services's iShares Global 100 ETF position peaked at $1.34M in Q1 2025.
323 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2025.

Based on FIG Financial Advisory Services's 13F filing for Q2 2025, filed 10 Aug 2026.