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Hershey Financial Advisers’s iShares Global 100 ETF IOO Stock Holding History

Hershey Financial Advisers’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
-4,245
Closed -$458K – 84
2025
Q2 		$458K Buy
+4,245
New +$421K 0.41% 61
2024
Q2 		$417K Buy
+4,322
New +$396K 0.37% 44

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
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Hershey Financial Advisers's IOO Position: Q3 2025 in Review

Hershey Financial Advisers sold out of iShares Global 100 ETF (IOO) in Q3 2025, closing a stake of 4,245 shares — an estimated $458K sold.

Hershey Financial Advisers first reported a position in IOO in Q2 2024 and held it in 2 quarters. The position peaked at $458K in Q2 2025. 318 funds tracked by Wall St. Rank hold IOO as of Q3 2025.

  • Hershey Financial Advisers reported no remaining iShares Global 100 ETF position as of Q3 2025 after selling out during the quarter.
  • Hershey Financial Advisers sold 4,245 iShares Global 100 ETF shares in Q3 2025, an estimated $458K.
  • Hershey Financial Advisers first reported a position in iShares Global 100 ETF in Q2 2024 and held it in 2 quarters.
  • Hershey Financial Advisers's iShares Global 100 ETF position peaked at $458K in Q2 2025.
  • 318 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q3 2025.

Based on Hershey Financial Advisers's 13F filing for Q3 2025, filed 17 Nov 2025.