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Future Financial Wealth Management’s iShares Global 100 ETF IOO Stock Holding History

Future Financial Wealth Management’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
Q1 		$322K Hold
2,452
– – 0.21% 85
2025
Q4 		$307K Hold
2,452
– – 0.21% 88
2025
Q3 		$294K Hold
2,452
– – 0.19% 90
2025
Q2 		$264K Hold
2,452
– – 0.18% 95
2025
Q1 		$236K Hold
2,452
– – 0.17% 101
2024
Q4 		$247K Hold
2,452
– – 0.18% 94
2024
Q3 		$243K Hold
2,452
– – 0.17% 101
2024
Q2 		$237K Hold
2,452
– – 0.21% 100
2024
Q1 		$219K Buy
+2,452
New +$208K 0.17% 101
2022
Q2 		– Sell
-2,452
Closed -$186K – 294
2022
Q1 		$186K Hold
2,452
– – 0.15% 129
2021
Q4 		$193K Buy
+2,452
New +$186K 0.15% 128

Other funds holding IOO

BlackRock
BlackRock New York $5.7T 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
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return