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 Q3	$675K	Buy	4,686 +182	+4%	+$25.9K	0.21%	47
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

TPWM

Twelve Points Wealth Management Concord, Massachusetts $536M AUM 16.77% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Asset Allocation Strategies Farmington, Michigan $668M AUM 11.11% 1-Year Est. Return

Bluesphere Advisors East Norriton, Pennsylvania $325M AUM 18.1% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

GRWP

Green Ridge Wealth Planning Montville, New Jersey $249M AUM 26.89% 1-Year Est. Return

Financial Council's IOO Position: Q3 2026 in Review

Financial Council increased its iShares Global 100 ETF (IOO) stake by 4% in Q3 2026, buying an estimated $25.9K and bringing the position to 4,686 shares worth $675K. The position accounts for 0.21% of the portfolio, ranked #47.

Financial Council first reported a position in IOO in Q2 2022 and has held it in 17 quarters since. 216 funds tracked by Wall St. Rank hold IOO as of Q3 2026.

Financial Council held 4,686 shares of iShares Global 100 ETF worth $675K as of Q3 2026.
Financial Council bought 182 iShares Global 100 ETF shares in Q3 2026, an estimated $25.9K.
iShares Global 100 ETF made up 0.21% of Financial Council's portfolio in Q3 2026, its #47 holding.
Financial Council first reported a position in iShares Global 100 ETF in Q2 2022 and has held it in 17 quarters since.
216 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q3 2026.

Based on Financial Council's 13F filing for Q3 2026, filed 2 Nov 2026.