Financial Council’s iShares Global 100 ETF IOO Stock Holding History

Financial Council’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	$615K	Buy	4,504 +884	+24%	+$120K	0.2%	52
2026 Q1	$438K	Buy	3,620 +504	+16%	+$63.6K	0.17%	57
2025 Q4	$395K	Hold	3,116	–	–	0.16%	60
2025 Q3	$374K	Hold	3,116	–	–	0.17%	60
2025 Q2	$336K	Hold	3,116	–	–	0.16%	59
2025 Q1	$300K	Hold	3,116	–	–	0.16%	63
2024 Q4	$314K	Hold	3,116	–	–	0.16%	60
2024 Q3	$309K	Hold	3,116	–	–	0.16%	66
2024 Q2	$301K	Hold	3,116	–	–	0.17%	60
2024 Q1	$279K	Hold	3,116	–	–	0.16%	61
2023 Q4	$251K	Sell	3,116 -60	-2%	-$4.59K	0.17%	60
2023 Q3	$233K	Hold	3,176	–	–	0.19%	56
2023 Q2	$242K	Hold	3,176	–	–	0.18%	59
2023 Q1	$223K	Hold	3,176	–	–	0.18%	63
2022 Q4	$203K	Buy	+3,176	New	+$204K	0.13%	69
2022 Q3	–	Sell	-3,176	Closed	-$203K	–	57
2022 Q2	$203K	Buy	+3,176	New	+$220K	0.25%	41

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Financial Council's IOO Position: Q2 2026 in Review

Financial Council increased its iShares Global 100 ETF (IOO) stake by 24% in Q2 2026, buying an estimated $120K and bringing the position to 4,504 shares worth $615K. The position accounts for 0.2% of the portfolio, ranked #52.

Financial Council first reported a position in IOO in Q2 2022 and has held it in 16 quarters since. 378 funds tracked by Wall St. Rank hold IOO as of Q2 2026.

Financial Council held 4,504 shares of iShares Global 100 ETF worth $615K as of Q2 2026.
Financial Council bought 884 iShares Global 100 ETF shares in Q2 2026, an estimated $120K.
iShares Global 100 ETF made up 0.2% of Financial Council's portfolio in Q2 2026, its #52 holding.
Financial Council first reported a position in iShares Global 100 ETF in Q2 2022 and has held it in 16 quarters since.
378 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2026.

Based on Financial Council's 13F filing for Q2 2026, filed 4 Aug 2026.