Israel Englander’s iShares Global 100 ETF IOO Stock Holding History

Israel Englander’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
2024 Q3	–	Sell	-2,556	Closed	-$247K	–	6280
2024 Q2	$247K	Sell	2,556 -119	-4%	-$10.9K	﹤0.01%	5024
2024 Q1	$239K	Buy	+2,675	New	+$227K	﹤0.01%	5274
2016 Q3	–	Sell	-5,800	Closed	-$208K	–	3419
2016 Q2	$208K	Buy	+5,800	New	+$210K	﹤0.01%	2888
2015 Q3	–	Sell	-5,614	Closed	-$211K	–	3586
2015 Q2	$211K	Buy	5,614 +166	+3%	+$6.54K	﹤0.01%	3027
2015 Q1	$210K	Buy	+5,448	New	+$209K	﹤0.01%	3279

Other funds holding IOO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Israel Englander's IOO Position: Q3 2024 in Review

Israel Englander sold out of iShares Global 100 ETF (IOO) in Q3 2024, closing a stake of 2,556 shares — an estimated $247K sold.

Israel Englander first reported a position in IOO in Q1 2015 and held it in 5 quarters. The position peaked at $247K in Q2 2024. 274 funds tracked by Wall St. Rank hold IOO as of Q3 2024.

Israel Englander reported no remaining iShares Global 100 ETF position as of Q3 2024 after selling out during the quarter.
Israel Englander sold 2,556 iShares Global 100 ETF shares in Q3 2024, an estimated $247K.
Israel Englander first reported a position in iShares Global 100 ETF in Q1 2015 and held it in 5 quarters.
Israel Englander's iShares Global 100 ETF position peaked at $247K in Q2 2024.
274 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q3 2024.

Based on Millennium Management's 13F filing for Q3 2024, filed 14 Nov 2024.