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Financial Freedom LLC’s iShares Global 100 ETF IOO Stock Holding History

Financial Freedom LLC’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 		$861K Buy
6,306
+10
+0.2% +$1.36K 0.4% 53
2026
Q1 		$762K Hold
6,296
– – 0.38% 54
2025
Q4 		$798K Buy
6,296
+7
+0.1% +$870 0.4% 51
2025
Q3 		$755K Buy
6,289
+237
+4% +$27K 0.38% 53
2025
Q2 		$652K Buy
6,052
+1,445
+31% +$143K 0.35% 55
2025
Q1 		$444K Buy
+4,607
New +$465K 0.25% 65

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

Financial Freedom LLC's IOO Position: Q2 2026 in Review

Financial Freedom LLC increased its iShares Global 100 ETF (IOO) stake by 0.16% in Q2 2026, buying an estimated $1.36K and bringing the position to 6,306 shares worth $861K. The position accounts for 0.4% of the portfolio, ranked #53.

Financial Freedom LLC first reported a position in IOO in Q1 2025 and has held it in 6 quarters since. 378 funds tracked by Wall St. Rank hold IOO as of Q2 2026.

  • Financial Freedom LLC held 6,306 shares of iShares Global 100 ETF worth $861K as of Q2 2026.
  • Financial Freedom LLC bought 10 iShares Global 100 ETF shares in Q2 2026, an estimated $1.36K.
  • iShares Global 100 ETF made up 0.4% of Financial Freedom LLC's portfolio in Q2 2026, its #53 holding.
  • Financial Freedom LLC first reported a position in iShares Global 100 ETF in Q1 2025 and has held it in 6 quarters since.
  • 378 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2026.

Based on Financial Freedom LLC's 13F filing for Q2 2026, filed 6 Aug 2026.