FPFS
IOO icon

First Personal Financial Services’s iShares Global 100 ETF IOO Stock Holding History

First Personal Financial Services’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
2022
Q3 		– Sell
-480
Closed -$31K – 435
2022
Q2 		$31K Hold
480
– – 0.01% 214
2022
Q1 		$37K Buy
+480
New +$36K 0.01% 216

Other funds holding IOO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

First Personal Financial Services's IOO Position: Q3 2022 in Review

First Personal Financial Services sold out of iShares Global 100 ETF (IOO) in Q3 2022, closing a stake of 480 shares — an estimated $31K sold.

First Personal Financial Services first reported a position in IOO in Q1 2022 and held it in 2 quarters. The position peaked at $37K in Q1 2022. 190 funds tracked by Wall St. Rank hold IOO as of Q3 2022.

  • First Personal Financial Services reported no remaining iShares Global 100 ETF position as of Q3 2022 after selling out during the quarter.
  • First Personal Financial Services sold 480 iShares Global 100 ETF shares in Q3 2022, an estimated $31K.
  • First Personal Financial Services first reported a position in iShares Global 100 ETF in Q1 2022 and held it in 2 quarters.
  • First Personal Financial Services's iShares Global 100 ETF position peaked at $37K in Q1 2022.
  • 190 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q3 2022.

Based on First Personal Financial Services's 13F filing for Q3 2022, filed 27 Oct 2022.