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Ground Swell Capital’s iShares Global 100 ETF IOO Stock Holding History

Ground Swell Capital’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
2025
Q3 		– Sell
-5,496
Closed -$593K – 182
2025
Q2 		$593K Buy
5,496
+466
+9% +$46.3K 0.94% 12
2025
Q1 		$484K Buy
+5,030
New +$508K 1.04% 21
2023
Q3 		– Sell
-4,377
Closed -$333K – 97
2023
Q2 		$333K Buy
+4,377
New +$320K 0.8% 12

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ground Swell Capital's IOO Position: Q3 2025 in Review

Ground Swell Capital sold out of iShares Global 100 ETF (IOO) in Q3 2025, closing a stake of 5,496 shares — an estimated $593K sold.

Ground Swell Capital first reported a position in IOO in Q2 2023 and held it in 3 quarters. The position peaked at $593K in Q2 2025. 318 funds tracked by Wall St. Rank hold IOO as of Q3 2025.

  • Ground Swell Capital reported no remaining iShares Global 100 ETF position as of Q3 2025 after selling out during the quarter.
  • Ground Swell Capital sold 5,496 iShares Global 100 ETF shares in Q3 2025, an estimated $593K.
  • Ground Swell Capital first reported a position in iShares Global 100 ETF in Q2 2023 and held it in 3 quarters.
  • Ground Swell Capital's iShares Global 100 ETF position peaked at $593K in Q2 2025.
  • 318 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q3 2025.

Based on Ground Swell Capital's 13F filing for Q3 2025, filed 6 Nov 2025.