GWSA
IOO icon

Global Wealth Strategies & Associates’s iShares Global 100 ETF IOO Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-161
Closed -$19.5K – 248
2026
Q1 		$19.5K Hold
161
– – ﹤0.01% 247
2025
Q4 		$20.4K Hold
161
– – 0.01% 235
2025
Q3 		$19.3K Buy
+161
New +$18.3K 0.01% 224

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

Global Wealth Strategies & Associates's IOO Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of iShares Global 100 ETF (IOO) in Q2 2026, closing a stake of 161 shares — an estimated $19.5K sold.

Global Wealth Strategies & Associates first reported a position in IOO in Q3 2025 and held it in 3 quarters. The position peaked at $20.4K in Q4 2025. 378 funds tracked by Wall St. Rank hold IOO as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining iShares Global 100 ETF position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 161 iShares Global 100 ETF shares in Q2 2026, an estimated $19.5K.
  • Global Wealth Strategies & Associates first reported a position in iShares Global 100 ETF in Q3 2025 and held it in 3 quarters.
  • Global Wealth Strategies & Associates's iShares Global 100 ETF position peaked at $20.4K in Q4 2025.
  • 378 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.