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HM Payson & Co’s iShares Global 100 ETF IOO Stock Holding History

HM Payson & Co’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 		$24.2K Hold
200
– – ﹤0.01% 821
2025
Q4 		$25.3K Hold
200
– – ﹤0.01% 799
2025
Q3 		$24K Hold
200
– – ﹤0.01% 812
2025
Q2 		$21.6K Hold
200
– – ﹤0.01% 773
2025
Q1 		$19.3K Hold
200
– – ﹤0.01% 795
2024
Q4 		$20.2K Hold
200
– – ﹤0.01% 771
2024
Q3 		$19.8K Hold
200
– – ﹤0.01% 770
2024
Q2 		$19.3K Hold
200
– – ﹤0.01% 766
2024
Q1 		$17.9K Hold
200
– – ﹤0.01% 761
2023
Q4 		$16.1K Hold
200
– – ﹤0.01% 767
2023
Q3 		$14.6K Hold
200
– – ﹤0.01% 774
2023
Q2 		$15.2K Buy
+200
New +$14.6K ﹤0.01% 760

Other funds holding IOO

BlackRock
BlackRock New York $5.7T 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 $376B 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 $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return