IFWM
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Institute for Wealth Management’s iShares Global 100 ETF IOO Stock Holding History

Institute for 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
2020
Q1 		– Sell
-79
Closed -$4K – 528
2019
Q4 		$4K Buy
+79
New +$4.07K ﹤0.01% 648

Other funds holding IOO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return

Institute for Wealth Management's IOO Position: Q1 2020 in Review

Institute for Wealth Management sold out of iShares Global 100 ETF (IOO) in Q1 2020, closing a stake of 79 shares — an estimated $4K sold.

Institute for Wealth Management first reported a position in IOO in Q4 2019 and held it in 1 quarter. The position peaked at $4K in Q4 2019. 140 funds tracked by Wall St. Rank hold IOO as of Q1 2020.

  • Institute for Wealth Management reported no remaining iShares Global 100 ETF position as of Q1 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 79 iShares Global 100 ETF shares in Q1 2020, an estimated $4K.
  • Institute for Wealth Management first reported a position in iShares Global 100 ETF in Q4 2019 and held it in 1 quarter.
  • Institute for Wealth Management's iShares Global 100 ETF position peaked at $4K in Q4 2019.
  • 140 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.