Guidant Wealth Advisors’s iShares Global 100 ETF IOO Stock Holding History

Guidant Wealth 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
2019 Q3	$174K	Hold	3,518	–	–	0.06%	113
2019 Q2	$172K	Sell	3,518 -950	-21%	-$45.9K	0.07%	114
2019 Q1	$212K	Hold	4,468	–	–	0.08%	103
2018 Q4	$189K	Sell	4,468 -3,159	-41%	-$144K	0.09%	83
2018 Q3	$246K	Hold	7,627	–	–	0.1%	42
2018 Q2	$232K	Sell	7,627 -3,159	-29%	-$147K	0.1%	42
2018 Q1	$229K	Hold	10,786	–	–	0.1%	41
2017 Q4	$242K	Buy	10,786 +6,318	+141%	+$288K	0.11%	42
2017 Q3	$199K	Hold	4,468	–	–	0.14%	41
2017 Q2	$188K	Hold	4,468	–	–	0.1%	70
2017 Q1	$181K	Hold	4,468	–	–	0.1%	71
2016 Q4	$174K	Hold	4,468	–	–	0.1%	72
2016 Q3	$167K	Buy	+4,468	New	+$166K	0.1%	68

Other funds holding IOO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

CFA

Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

Guidant Wealth Advisors's IOO Position: Q3 2019 in Review

Guidant Wealth Advisors held its iShares Global 100 ETF (IOO) position steady in Q3 2019 at 3,518 shares worth $174K. The position accounts for 0.06% of the portfolio, ranked #113.

Guidant Wealth Advisors first reported a position in IOO in Q3 2016 and has held it in 13 quarters since. The position peaked at $246K in Q3 2018. 128 funds tracked by Wall St. Rank hold IOO as of Q3 2019.

Guidant Wealth Advisors held 3,518 shares of iShares Global 100 ETF worth $174K as of Q3 2019.
Guidant Wealth Advisors left its iShares Global 100 ETF share count unchanged in Q3 2019.
iShares Global 100 ETF made up 0.06% of Guidant Wealth Advisors's portfolio in Q3 2019, its #113 holding.
Guidant Wealth Advisors first reported a position in iShares Global 100 ETF in Q3 2016 and has held it in 13 quarters since.
Guidant Wealth Advisors's iShares Global 100 ETF position peaked at $246K in Q3 2018.
128 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.