FinTrust Capital Advisors’s iShares Global 100 ETF IOO Stock Holding History

FinTrust Capital Advisors’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
2024 Q3	$33.2K	Buy	335 +179	+115%	+$17.3K	0.01%	697
2024 Q2	$15.1K	Hold	156	–	–	﹤0.01%	826
2024 Q1	$13.9K	Hold	156	–	–	﹤0.01%	795
2023 Q4	$12.6K	Hold	156	–	–	﹤0.01%	794
2023 Q3	$11.4K	Hold	156	–	–	﹤0.01%	762
2023 Q2	$9.99K	Hold	156	–	–	﹤0.01%	770
2023 Q1	$9.99K	Hold	156	–	–	﹤0.01%	768
2022 Q4	$9.99K	Hold	156	–	–	﹤0.01%	765
2022 Q3	$10K	Hold	156	–	–	﹤0.01%	871
2022 Q2	$10K	Hold	156	–	–	﹤0.01%	885
2022 Q1	$12K	Buy	156 +68	+77%	+$5.09K	﹤0.01%	889
2021 Q4	$7K	Hold	88	–	–	﹤0.01%	974
2021 Q3	$6K	Hold	88	–	–	﹤0.01%	1000
2021 Q2	$6K	Hold	88	–	–	﹤0.01%	1022
2021 Q1	$6K	Hold	88	–	–	﹤0.01%	996
2020 Q4	$6K	Hold	88	–	–	﹤0.01%	927
2020 Q3	$5	Buy	+88	New	+$4.96K	﹤0.01%	959

Other funds holding IOO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.2B AUM 15.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FinTrust Capital Advisors's IOO Position: Q3 2024 in Review

FinTrust Capital Advisors increased its iShares Global 100 ETF (IOO) stake by 115% in Q3 2024, buying an estimated $17.3K and bringing the position to 335 shares worth $33.2K. The position accounts for 0.01% of the portfolio, ranked #697.

FinTrust Capital Advisors first reported a position in IOO in Q3 2020 and has held it in 17 quarters since. 274 funds tracked by Wall St. Rank hold IOO as of Q3 2024.

FinTrust Capital Advisors held 335 shares of iShares Global 100 ETF worth $33.2K as of Q3 2024.
FinTrust Capital Advisors bought 179 iShares Global 100 ETF shares in Q3 2024, an estimated $17.3K.
iShares Global 100 ETF made up 0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #697 holding.
FinTrust Capital Advisors first reported a position in iShares Global 100 ETF in Q3 2020 and has held it in 17 quarters since.
274 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.