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

Greykasell Wealth Strategies’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
Q1 		$11.1M Sell
91,429
-4,447
-5% -$561K 4.46% 2
2025
Q4 		$12.1M Buy
95,876
+257
+0.3% +$32K 4.8% 1
2025
Q3 		$11.5M Buy
95,619
+1,840
+2% +$209K 4.83% 1
2025
Q2 		$10.1M Buy
93,779
+2,641
+3% +$262K 4.84% 1
2025
Q1 		$8.78M Buy
91,138
+1,710
+2% +$173K 4.68% 1
2024
Q4 		$9.01M Buy
+89,428
New +$8.98M 5.01% 1

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
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Greykasell Wealth Strategies's IOO Position: Q1 2026 in Review

Greykasell Wealth Strategies reduced its iShares Global 100 ETF (IOO) stake by 4.6% in Q1 2026, selling an estimated $561K and leaving 91,429 shares worth $11.1M. The position accounts for 4.46% of the portfolio, ranked #2.

Greykasell Wealth Strategies first reported a position in IOO in Q4 2024 and has held it in 6 quarters since. The position peaked at $12.1M in Q4 2025. 355 funds tracked by Wall St. Rank hold IOO as of Q1 2026.

  • Greykasell Wealth Strategies held 91,429 shares of iShares Global 100 ETF worth $11.1M as of Q1 2026.
  • Greykasell Wealth Strategies sold 4,447 iShares Global 100 ETF shares in Q1 2026, an estimated $561K.
  • iShares Global 100 ETF made up 4.46% of Greykasell Wealth Strategies's portfolio in Q1 2026, its #2 holding.
  • Greykasell Wealth Strategies first reported a position in iShares Global 100 ETF in Q4 2024 and has held it in 6 quarters since.
  • Greykasell Wealth Strategies's iShares Global 100 ETF position peaked at $12.1M in Q4 2025.
  • 355 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q1 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q1 2026, filed 7 May 2026.