BFC Planning, Inc.’s iShares Global 100 ETF IOO Stock Holding History

BFC Planning, Inc.’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	$53.6K	Buy	392 +141	+56%	+$19.2K	﹤0.01%	1523
2026 Q1	$30.3K	Hold	251	–	–	﹤0.01%	1532
2025 Q4	$31.8K	Sell	251 -1,386	-85%	-$172K	﹤0.01%	1556
2025 Q3	$196K	Sell	1,637 -45	-3%	-$5.12K	0.01%	669
2025 Q2	$181K	Buy	1,682 +1,434	+578%	+$142K	0.01%	670
2025 Q1	$23.9K	Hold	248	–	–	﹤0.01%	1391
2024 Q4	$25K	Buy	+248	New	+$24.9K	﹤0.01%	1368

Other funds holding IOO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

BFC Planning, Inc.'s IOO Position: Q2 2026 in Review

BFC Planning, Inc. increased its iShares Global 100 ETF (IOO) stake by 56% in Q2 2026, buying an estimated $19.2K and bringing the position to 392 shares worth $53.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1523.

BFC Planning, Inc. first reported a position in IOO in Q4 2024 and has held it in 7 quarters since. The position peaked at $196K in Q3 2025. 383 funds tracked by Wall St. Rank hold IOO as of Q2 2026.

BFC Planning, Inc. held 392 shares of iShares Global 100 ETF worth $53.6K as of Q2 2026.
BFC Planning, Inc. bought 141 iShares Global 100 ETF shares in Q2 2026, an estimated $19.2K.
iShares Global 100 ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1523 holding.
BFC Planning, Inc. first reported a position in iShares Global 100 ETF in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s iShares Global 100 ETF position peaked at $196K in Q3 2025.
383 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.