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Granite Harbor Advisors’s iShares Global 100 ETF IOO Stock Holding History

Granite Harbor Advisors’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 		$229K Buy
+1,677
New +$228K 0.09% 118
2026
Q1 		– Sell
-1,677
Closed -$212K – 131
2025
Q4 		$212K Hold
1,677
– – 0.09% 122
2025
Q3 		$201K Buy
+1,677
New +$191K 0.08% 128

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

Granite Harbor Advisors's IOO Position: Q2 2026 in Review

Granite Harbor Advisors opened a new position in iShares Global 100 ETF (IOO) in Q2 2026: 1,677 shares worth $229K. The stake represents 0.09% of the portfolio and ranks #118 among its holdings. This is a return to the name: Granite Harbor Advisors previously reported a position in IOO as recently as Q4 2025.

Granite Harbor Advisors first reported a position in IOO in Q3 2025 and has held it in 3 quarters since. 378 funds tracked by Wall St. Rank hold IOO as of Q2 2026.

  • Granite Harbor Advisors held 1,677 shares of iShares Global 100 ETF worth $229K as of Q2 2026.
  • iShares Global 100 ETF was a new Granite Harbor Advisors position in Q2 2026.
  • iShares Global 100 ETF made up 0.09% of Granite Harbor Advisors's portfolio in Q2 2026, its #118 holding.
  • Granite Harbor Advisors first reported a position in iShares Global 100 ETF in Q3 2025 and has held it in 3 quarters since.
  • 378 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2026.

Based on Granite Harbor Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.