IHT Wealth Management’s iShares Global 100 ETF IOO Stock Holding History

IHT Wealth Management’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
2018 Q2	–	Sell	-786	Closed	-$35K	–	883
2018 Q1	$35K	Sell	786 -300	-28%	-$14.1K	0.01%	790
2017 Q4	$52K	Sell	1,086 -120	-10%	-$5.48K	0.01%	688
2017 Q3	$54K	Hold	1,206	–	–	0.02%	499
2017 Q2	$7	Buy	1,206 +2	+0.2%	+$84	﹤0.01%	1039
2017 Q1	$49K	Hold	1,204	–	–	0.03%	423
2016 Q4	$47K	Buy	+1,204	New	+$45.4K	0.04%	401

Other funds holding IOO

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

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

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

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

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

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

CFA

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

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

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

IHT Wealth Management's IOO Position: Q2 2018 in Review

IHT Wealth Management sold out of iShares Global 100 ETF (IOO) in Q2 2018, closing a stake of 786 shares — an estimated $35K sold.

IHT Wealth Management first reported a position in IOO in Q4 2016 and held it in 6 quarters. The position peaked at $54K in Q3 2017. 124 funds tracked by Wall St. Rank hold IOO as of Q2 2018.

IHT Wealth Management reported no remaining iShares Global 100 ETF position as of Q2 2018 after selling out during the quarter.
IHT Wealth Management sold 786 iShares Global 100 ETF shares in Q2 2018, an estimated $35K.
IHT Wealth Management first reported a position in iShares Global 100 ETF in Q4 2016 and held it in 6 quarters.
IHT Wealth Management's iShares Global 100 ETF position peaked at $54K in Q3 2017.
124 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.