Focus Partners Wealth
IOO icon

Focus Partners Wealth’s iShares Global 100 ETF IOO Stock Holding History

Focus Partners Wealth’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 		$1.24M Sell
9,077
-1,817
-17% -$247K ﹤0.01% 1556
2026
Q1 		$1.32M Sell
10,894
-88,464
-89% -$11.2M ﹤0.01% 1492
2025
Q4 		$12.6M Buy
99,358
+3,611
+4% +$449K 0.01% 628
2025
Q3 		$11.5M Buy
95,747
+1,023
+1% +$116K 0.02% 525
2025
Q2 		$10.2M Sell
94,724
-99,394
-51% -$9.87M 0.02% 492
2025
Q1 		$18.7M Sell
194,118
-31,520
-14% -$3.18M 0.05% 340
2024
Q4 		$22.7M Buy
225,638
+2,986
+1% +$300K 0.06% 294
2024
Q3 		$22.1M Sell
222,652
-7,058
-3% -$682K 0.07% 274
2024
Q2 		$22.2M Buy
+229,710
New +$21.1M 0.07% 231

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

Focus Partners Wealth's IOO Position: Q2 2026 in Review

Focus Partners Wealth reduced its iShares Global 100 ETF (IOO) stake by 17% in Q2 2026, selling an estimated $247K and leaving 9,077 shares worth $1.24M. The position accounts for ﹤0.01% of the portfolio, ranked #1556.

Focus Partners Wealth first reported a position in IOO in Q2 2024 and has held it in 9 quarters since. The position peaked at $22.7M in Q4 2024. 379 funds tracked by Wall St. Rank hold IOO as of Q2 2026.

  • Focus Partners Wealth held 9,077 shares of iShares Global 100 ETF worth $1.24M as of Q2 2026.
  • Focus Partners Wealth sold 1,817 iShares Global 100 ETF shares in Q2 2026, an estimated $247K.
  • iShares Global 100 ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1556 holding.
  • Focus Partners Wealth first reported a position in iShares Global 100 ETF in Q2 2024 and has held it in 9 quarters since.
  • Focus Partners Wealth's iShares Global 100 ETF position peaked at $22.7M in Q4 2024.
  • 379 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.