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Global Financial Private Client’s iShares Global 100 ETF IOO Stock Holding History

Global Financial Private Client’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
2025
Q2 		– Sell
-162
Closed -$15.6K – 872
2025
Q1 		$15.6K Hold
162
– – 0.01% 491
2024
Q4 		$16.3K Hold
162
– – 0.01% 462
2024
Q3 		$16.1K Hold
162
– – 0.01% 465
2024
Q2 		$15.6K Hold
162
– – 0.01% 403
2024
Q1 		$14.5K Hold
162
– – 0.01% 422
2023
Q4 		$13K Hold
162
– – 0.01% 424
2023
Q3 		$11.9K Hold
162
– – 0.01% 416
2023
Q2 		$12.3K Buy
+162
New +$11.8K 0.01% 412

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
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.2B AUM 15.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Global Financial Private Client's IOO Position: Q2 2025 in Review

Global Financial Private Client sold out of iShares Global 100 ETF (IOO) in Q2 2025, closing a stake of 162 shares — an estimated $15.6K sold.

Global Financial Private Client first reported a position in IOO in Q2 2023 and held it in 8 quarters. The position peaked at $16.3K in Q4 2024. 323 funds tracked by Wall St. Rank hold IOO as of Q2 2025.

  • Global Financial Private Client reported no remaining iShares Global 100 ETF position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 162 iShares Global 100 ETF shares in Q2 2025, an estimated $15.6K.
  • Global Financial Private Client first reported a position in iShares Global 100 ETF in Q2 2023 and held it in 8 quarters.
  • Global Financial Private Client's iShares Global 100 ETF position peaked at $16.3K in Q4 2024.
  • 323 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.