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 Q2	$12.5M	Buy	91,741 +312	+0.3%	+$42.4K	4.55%	1
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 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

Greykasell Wealth Strategies's IOO Position: Q2 2026 in Review

Greykasell Wealth Strategies increased its iShares Global 100 ETF (IOO) stake by 0.34% in Q2 2026, buying an estimated $42.4K and bringing the position to 91,741 shares worth $12.5M. The position accounts for 4.55% of the portfolio, ranked #1.

Greykasell Wealth Strategies first reported a position in IOO in Q4 2024 and has held it in 7 quarters since. 378 funds tracked by Wall St. Rank hold IOO as of Q2 2026.

Greykasell Wealth Strategies held 91,741 shares of iShares Global 100 ETF worth $12.5M as of Q2 2026.
Greykasell Wealth Strategies bought 312 iShares Global 100 ETF shares in Q2 2026, an estimated $42.4K.
iShares Global 100 ETF made up 4.55% of Greykasell Wealth Strategies's portfolio in Q2 2026, its #1 holding.
Greykasell Wealth Strategies first reported a position in iShares Global 100 ETF in Q4 2024 and has held it in 7 quarters since.
378 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q2 2026, filed 11 Aug 2026.