Kingswood Wealth Advisors’s iShares Global 100 ETF IOO Stock Holding History

Kingswood Wealth Advisors’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 Q2	$6.36M	Buy	46,549 +1,001	+2%	+$136K	0.26%	89
2026 Q1	$5.51M	Sell	45,548 -905	-2%	-$114K	0.26%	85
2025 Q4	$5.88M	Buy	46,453 +656	+1%	+$81.6K	0.28%	85
2025 Q3	$5.5M	Buy	45,797 +847	+2%	+$96.4K	0.33%	63
2025 Q2	$4.85M	Sell	44,950 -2,229	-5%	-$221K	0.38%	47
2025 Q1	$4.56M	Sell	47,179 -41,861	-47%	-$4.23M	0.42%	43
2024 Q4	$8.97M	Buy	89,040 +41,697	+88%	+$4.19M	0.67%	19
2024 Q3	$4.68M	Buy	47,343 +4,738	+11%	+$457K	0.33%	67
2024 Q2	$4.11M	Buy	42,605 +1,275	+3%	+$117K	0.37%	54
2024 Q1	$3.7M	Buy	41,330 +840	+2%	+$71.2K	0.43%	41
2023 Q4	$3.26M	Buy	40,490 +33,500	+479%	+$2.56M	0.37%	58
2023 Q3	$518K	Sell	6,990 -33,235	-83%	-$2.52M	0.09%	240
2023 Q2	$3.06M	Buy	+40,225	New	+$2.94M	0.98%	22

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

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Kingswood Wealth Advisors's IOO Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its iShares Global 100 ETF (IOO) stake by 2.2% in Q2 2026, buying an estimated $136K and bringing the position to 46,549 shares worth $6.36M. The position accounts for 0.26% of the portfolio, ranked #89.

Kingswood Wealth Advisors first reported a position in IOO in Q2 2023 and has held it in 13 quarters since. The position peaked at $8.97M in Q4 2024. 378 funds tracked by Wall St. Rank hold IOO as of Q2 2026.

Kingswood Wealth Advisors held 46,549 shares of iShares Global 100 ETF worth $6.36M as of Q2 2026.
Kingswood Wealth Advisors bought 1,001 iShares Global 100 ETF shares in Q2 2026, an estimated $136K.
iShares Global 100 ETF made up 0.26% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #89 holding.
Kingswood Wealth Advisors first reported a position in iShares Global 100 ETF in Q2 2023 and has held it in 13 quarters since.
Kingswood Wealth Advisors's iShares Global 100 ETF position peaked at $8.97M in Q4 2024.
378 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.