FAIM
IOO icon

Financial Advocates Investment Management’s iShares Global 100 ETF IOO Stock Holding History

Financial Advocates Investment Management’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
-12,620
Closed -$1.22M – 702
2025
Q1 		$1.22M Hold
12,620
– – 0.09% 240
2024
Q4 		$1.27M Buy
12,620
+991
+9% +$99.5K 0.07% 247
2024
Q3 		$1.15M Sell
11,629
-77
-0.7% -$7.43K 0.07% 280
2024
Q2 		$1.13M Sell
11,706
-82
-0.7% -$7.52K 0.07% 263
2024
Q1 		$1.05M Buy
11,788
+2,170
+23% +$184K 0.06% 298
2023
Q4 		$774K Buy
9,618
+5,916
+160% +$452K 0.05% 337
2023
Q3 		$271K Buy
3,702
+234
+7% +$17.7K 0.02% 555
2023
Q2 		$264K Buy
+3,468
New +$253K 0.02% 556

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 $162B AUM 16.35% 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
Morgan Stanley New York $1.66T AUM 25.57% 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 $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Advocates Investment Management's IOO Position: Q2 2025 in Review

Financial Advocates Investment Management sold out of iShares Global 100 ETF (IOO) in Q2 2025, closing a stake of 12,620 shares — an estimated $1.22M sold.

Financial Advocates Investment Management first reported a position in IOO in Q2 2023 and held it in 8 quarters. The position peaked at $1.27M in Q4 2024. 323 funds tracked by Wall St. Rank hold IOO as of Q2 2025.

  • Financial Advocates Investment Management reported no remaining iShares Global 100 ETF position as of Q2 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 12,620 iShares Global 100 ETF shares in Q2 2025, an estimated $1.22M.
  • Financial Advocates Investment Management first reported a position in iShares Global 100 ETF in Q2 2023 and held it in 8 quarters.
  • Financial Advocates Investment Management's iShares Global 100 ETF position peaked at $1.27M in Q4 2024.
  • 323 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2025.

Based on Financial Advocates Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.