GI
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Gradient Investments’s iShares Global 100 ETF IOO Stock Holding History

Gradient 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
2024
Q1 		– Sell
-218
Closed -$17.6K – 1530
2023
Q4 		$17.6K Buy
+218
New +$16.7K ﹤0.01% 726
2019
Q2 		– Sell
-144
Closed -$7K – 1043
2019
Q1 		$7K Hold
144
– – ﹤0.01% 606
2018
Q4 		$6K Hold
144
– – ﹤0.01% 676
2018
Q3 		$7K Hold
144
– – ﹤0.01% 683
2018
Q2 		$7K Hold
144
– – ﹤0.01% 670
2018
Q1 		$7K Hold
144
– – ﹤0.01% 681
2017
Q4 		$7K Buy
+144
New +$6.57K ﹤0.01% 647
2017
Q3 		– Sell
-144
Closed -$6K – 465
2017
Q2 		$6K Hold
144
– – ﹤0.01% 556
2017
Q1 		$6K Buy
+144
New +$5.74K ﹤0.01% 584

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
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.2B AUM 15.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return