GLOBALT Investments’s iShares Global 100 ETF IOO Stock Holding History

GLOBALT Investments’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	$2.63M	Sell	19,224 -3,239	-14%	-$441K	0.09%	106
2026 Q1	$2.72M	Sell	22,463 -3,892	-15%	-$491K	0.1%	105
2025 Q4	$3.34M	Hold	26,355	–	–	0.12%	93
2025 Q3	$3.16M	Hold	26,355	–	–	0.12%	102
2025 Q2	$2.84M	Sell	26,355 -317	-1%	-$31.5K	0.11%	101
2025 Q1	$2.57M	Hold	26,672	–	–	0.1%	108
2024 Q4	$2.69M	Hold	26,672	–	–	0.1%	106
2024 Q3	$2.64M	Sell	26,672 -146	-0.5%	-$14.1K	0.1%	111
2024 Q2	$2.59M	Hold	26,818	–	–	0.1%	106
2024 Q1	$2.4M	Hold	26,818	–	–	0.1%	108
2023 Q4	$2.16M	Buy	+26,818	New	+$2.05M	0.09%	113

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 $58.2B AUM 22.78% 1-Year Est. Return

GLOBALT Investments's IOO Position: Q2 2026 in Review

GLOBALT Investments reduced its iShares Global 100 ETF (IOO) stake by 14% in Q2 2026, selling an estimated $441K and leaving 19,224 shares worth $2.63M. The position accounts for 0.09% of the portfolio, ranked #106.

GLOBALT Investments first reported a position in IOO in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.34M in Q4 2025. 378 funds tracked by Wall St. Rank hold IOO as of Q2 2026.

GLOBALT Investments held 19,224 shares of iShares Global 100 ETF worth $2.63M as of Q2 2026.
GLOBALT Investments sold 3,239 iShares Global 100 ETF shares in Q2 2026, an estimated $441K.
iShares Global 100 ETF made up 0.09% of GLOBALT Investments's portfolio in Q2 2026, its #106 holding.
GLOBALT Investments first reported a position in iShares Global 100 ETF in Q4 2023 and has held it in 11 quarters since.
GLOBALT Investments's iShares Global 100 ETF position peaked at $3.34M in Q4 2025.
378 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2026.

Based on GLOBALT Investments's 13F filing for Q2 2026, filed 11 Aug 2026.