Focus Financial Network’s iShares Global 100 ETF IOO Stock Holding History

Focus Financial Network’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	$3.19M	Buy	23,376 +652	+3%	+$88.7K	0.1%	164
2026 Q1	$2.75M	Sell	22,724 -10,799	-32%	-$1.36M	0.1%	165
2025 Q4	$4.25M	Buy	33,523 +4,739	+16%	+$589K	0.15%	116
2025 Q3	$3.45M	Buy	28,784 +26,098	+972%	+$2.97M	0.12%	136
2025 Q2	$290K	Sell	2,686 -972	-27%	-$96.5K	0.01%	587
2025 Q1	$352K	Sell	3,658 -4,629	-56%	-$468K	0.01%	504
2024 Q4	$835K	Buy	+8,287	New	+$832K	0.03%	305
2024 Q3	–	Sell	-8,309	Closed	-$816K	–	685
2024 Q2	$816K	Sell	8,309 -10,894	-57%	-$999K	0.03%	298
2024 Q1	$1.66M	Sell	19,203 -4,328	-18%	-$367K	0.08%	192
2023 Q4	$1.89M	Buy	23,531 +6,833	+41%	+$523K	0.07%	220
2023 Q3	$1.22M	Buy	+16,698	New	+$1.27M	0.07%	206

Other funds holding IOO

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Green Ridge Wealth Planning Montville, New Jersey $238M AUM

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

HHM Wealth Advisors Chattanooga, Tennessee $994M AUM 23.11% 1-Year Est. Return

Cambridge Financial Group (Arizona) Tucson, Arizona $318M AUM 27.36% 1-Year Est. Return