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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 $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
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Gradient Investments's IOO Position: Q1 2024 in Review

Gradient Investments sold out of iShares Global 100 ETF (IOO) in Q1 2024, closing a stake of 218 shares — an estimated $17.6K sold.

Gradient Investments first reported a position in IOO in Q1 2017 and held it in 9 quarters. The position peaked at $17.6K in Q4 2023. 258 funds tracked by Wall St. Rank hold IOO as of Q1 2024.

  • Gradient Investments reported no remaining iShares Global 100 ETF position as of Q1 2024 after selling out during the quarter.
  • Gradient Investments sold 218 iShares Global 100 ETF shares in Q1 2024, an estimated $17.6K.
  • Gradient Investments first reported a position in iShares Global 100 ETF in Q1 2017 and held it in 9 quarters.
  • Gradient Investments's iShares Global 100 ETF position peaked at $17.6K in Q4 2023.
  • 258 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.